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 | $136,962 | $103,376+32.5% | $87,100+57.2% | $152,861-10.4% |
| Participation rate | 37.5% | 79.3%-41.8pp | 76.9%-39.4pp | 82.4%-44.9pp |
| Annual return | 22.83% | 28.10%-5.3pp | 28.19%-5.4pp | 345.32%-322.5pp |
| Employer contribution / active EE | $1,190 | $3,220-63.1% | $2,521-52.8% | $4,762-75.0% |
| Participant deferral / active EE | $3,171 | $4,778-33.6% | $4,049-21.7% | $5,850-45.8% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |