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 | $57,245 | $51,576+11.0% | $129,207-55.7% | $80,856-29.2% |
| Participation rate | 46.6% | 57.0%-10.4pp | 69.6%-23.0pp | 67.6%-21.1pp |
| Annual return | 14.38% | 20.81%-6.4pp | 9417.33%-9402.9pp | 35.59%-21.2pp |
| Employer contribution / active EE | $1,301 | $1,584-17.8% | $4,153-68.7% | $2,755-52.8% |
| Participant deferral / active EE | $2,864 | $2,669+7.3% | $4,168-31.3% | $4,296-33.3% |
| Admin fee / account holder | $265 | $4,305-93.8% | $7,715-96.6% | $6,918-96.2% |