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 | $98,247 | $63,346+55.1% | $92,233+6.5% | $70,131+40.1% |
| Participation rate | 50.0% | 68.7%-18.7pp | 76.5%-26.5pp | 69.5%-19.5pp |
| Annual return | 17.45% | 530.12%-512.7pp | 176.28%-158.8pp | 73.14%-55.7pp |
| Employer contribution / active EE | $1,962 | $2,471-20.6% | $3,679-46.7% | $2,342-16.2% |
| Participant deferral / active EE | $3,808 | $2,854+33.4% | $3,897-2.3% | $3,332+14.3% |
| Admin fee / account holder | $136 | $3,840-96.4% | $5,194-97.4% | $4,645-97.1% |