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 | $176,123 | $112,881+56.0% | $90,951+93.6% | $158,922+10.8% |
| Participation rate | 40.0% | 74.7%-34.7pp | 69.0%-29.0pp | 82.0%-42.0pp |
| Annual return | 10.81% | 215.79%-205.0pp | 134.60%-123.8pp | 302.83%-292.0pp |
| Employer contribution / active EE | $710 | $2,893-75.4% | $2,122-66.5% | $4,761-85.1% |
| Participant deferral / active EE | $2,131 | $4,128-48.4% | $3,373-36.8% | $5,982-64.4% |
| Admin fee / account holder | $30 | $8,041-99.6% | $5,959-99.5% | $11,246-99.7% |