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 | $120,773 | $61,774+95.5% | $97,226+24.2% | $80,856+49.4% |
| Participation rate | 21.4% | 63.5%-42.1pp | 72.7%-51.3pp | 67.6%-46.2pp |
| Annual return | 13.54% | -557.90%+571.4pp | 75.13%-61.6pp | 35.59%-22.1pp |
| Employer contribution / active EE | $774 | $1,837-57.9% | $2,729-71.6% | $2,755-71.9% |
| Participant deferral / active EE | $1,642 | $3,029-45.8% | $4,264-61.5% | $4,296-61.8% |
| Admin fee / account holder | $156 | $5,166-97.0% | $5,654-97.2% | $6,918-97.7% |