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 | $185,528 | $29,660+525.5% | $56,411+228.9% | $80,856+129.5% |
| Participation rate | 48.6% | 41.6%+7.0pp | 52.5%-3.8pp | 67.6%-19.0pp |
| Annual return | 12.50% | 35.23%-22.7pp | 1701.33%-1688.8pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,021 | $669+52.5% | $1,039-1.7% | $2,755-63.0% |
| Participant deferral / active EE | $3,662 | $1,226+198.7% | $1,952+87.6% | $4,296-14.8% |
| Admin fee / account holder | $140 | $2,428-94.2% | $2,829-95.0% | $6,918-98.0% |