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 | $147,402 | $96,635+52.5% | $86,612+70.2% | $139,434+5.7% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 15.24% | 106.41%-91.2pp | 591.07%-575.8pp | 372.94%-357.7pp |
| Employer contribution / active EE | $1,164 | $3,263-64.3% | $3,022-61.5% | $4,751-75.5% |
| Participant deferral / active EE | $20,039 | $4,836+314.4% | $4,438+351.6% | $6,710+198.6% |
| Admin fee / account holder | $60 | $6,408-99.1% | $5,614-98.9% | $11,403-99.5% |