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 | $179,764 | $78,672+128.5% | $109,143+64.7% | $85,850+109.4% |
| Participation rate | 30.4% | 68.3%-37.8pp | 75.9%-45.4pp | 69.3%-38.9pp |
| Annual return | 13.53% | 25.09%-11.6pp | 25.75%-12.2pp | 318.53%-305.0pp |
| Employer contribution / active EE | $983 | $2,735-64.0% | $3,722-73.6% | $2,565-61.7% |
| Participant deferral / active EE | $4,545 | $3,467+31.1% | $4,653-2.3% | $3,952+15.0% |
| Admin fee / account holder | $28 | $5,469-99.5% | $6,752-99.6% | $6,260-99.6% |