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 | $122,395 | $106,890+14.5% | $84,015+45.7% | $152,861-19.9% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.4%-32.4pp |
| Annual return | 16.24% | 104.99%-88.7pp | 71.31%-55.1pp | 345.32%-329.1pp |
| Employer contribution / active EE | $808 | $2,734-70.5% | $1,983-59.3% | $4,762-83.0% |
| Participant deferral / active EE | $2,040 | $4,011-49.1% | $3,239-37.0% | $5,850-65.1% |
| Admin fee / account holder | $8 | $8,285-99.9% | $6,101-99.9% | $11,596-99.9% |