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 | $98,209 | $104,251-5.8% | $91,001+7.9% | $147,584-33.5% |
| Participation rate | 50.0% | 78.2%-28.2pp | 75.6%-25.6pp | 82.8%-32.8pp |
| Annual return | 27.72% | 27.06%+0.7pp | 4.60%+23.1pp | 578.55%-550.8pp |
| Employer contribution / active EE | $964 | $3,116-69.1% | $2,456-60.8% | $4,876-80.2% |
| Participant deferral / active EE | $7,728 | $4,195+84.2% | $3,547+117.8% | $5,439+42.1% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |