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 | $89,101 | $118,919-25.1% | $88,538+0.6% | $152,861-41.7% |
| Participation rate | 23.8% | 73.4%-49.6pp | 68.7%-44.9pp | 82.4%-58.6pp |
| Annual return | 15.82% | 47.92%-32.1pp | 43.64%-27.8pp | 345.32%-329.5pp |
| Employer contribution / active EE | $0 | $2,669-100.0% | $2,098-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,310 | $3,549-63.1% | $2,914-55.1% | $5,850-77.6% |
| Admin fee / account holder | $35 | $5,876-99.4% | $4,310-99.2% | $11,596-99.7% |