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 | $163,328 | $108,172+51.0% | $77,482+110.8% | $158,922+2.8% |
| Participation rate | 50.0% | 64.4%-14.4pp | 54.2%-4.2pp | 82.0%-32.0pp |
| Annual return | 21.37% | 31.67%-10.3pp | 54.79%-33.4pp | 302.83%-281.5pp |
| Employer contribution / active EE | $1,244 | $1,325-6.1% | $986+26.1% | $4,761-73.9% |
| Participant deferral / active EE | $4,381 | $2,456+78.4% | $1,861+135.4% | $5,982-26.8% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |