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 | $139,395 | $64,839+115.0% | $95,585+45.8% | $84,808+64.4% |
| Participation rate | 28.6% | 63.8%-35.2pp | 72.1%-43.5pp | 68.3%-39.7pp |
| Annual return | 19.58% | -670.96%+690.5pp | 38.56%-19.0pp | 40.90%-21.3pp |
| Employer contribution / active EE | $901 | $1,759-48.8% | $2,527-64.3% | $2,631-65.7% |
| Participant deferral / active EE | $3,257 | $2,965+9.8% | $4,023-19.0% | $4,212-22.7% |
| Admin fee / account holder | $0 | $5,964-100.0% | $6,127-100.0% | $7,344-100.0% |