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 | $115,727 | $65,041+77.9% | $90,951+27.2% | $79,858+44.9% |
| Participation rate | 51.4% | 61.6%-10.3pp | 69.0%-17.7pp | 69.6%-18.3pp |
| Annual return | 12.05% | 30.45%-18.4pp | 134.60%-122.5pp | 31.71%-19.7pp |
| Employer contribution / active EE | $793 | $1,247-36.4% | $2,122-62.6% | $2,471-67.9% |
| Participant deferral / active EE | $1,878 | $2,512-25.2% | $3,373-44.3% | $3,740-49.8% |
| Admin fee / account holder | $7 | $4,536-99.9% | $5,959-99.9% | $5,306-99.9% |