See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,335 | $116,175-15.4% | $93,606+5.1% | $152,861-35.7% |
| Participation rate | 42.9% | 78.0%-35.2pp | 75.8%-33.0pp | 82.4%-39.6pp |
| Annual return | 22.17% | 35.96%-13.8pp | 32.76%-10.6pp | 345.32%-323.1pp |
| Employer contribution / active EE | $1,138 | $3,218-64.6% | $2,718-58.1% | $4,762-76.1% |
| Participant deferral / active EE | $6,857 | $4,603+49.0% | $4,069+68.5% | $5,850+17.2% |
| Admin fee / account holder | $20 | $10,748-99.8% | $7,888-99.7% | $11,596-99.8% |