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 | $143,721 | $29,319+390.2% | $52,425+174.1% | $82,448+74.3% |
| Participation rate | 8.2% | 46.9%-38.6pp | 55.6%-47.4pp | 68.1%-59.8pp |
| Annual return | 17.41% | 535.20%-517.8pp | 302.12%-284.7pp | 41.64%-24.2pp |
| Employer contribution / active EE | $260 | $586-55.7% | $914-71.6% | $2,551-89.8% |
| Participant deferral / active EE | $1,245 | $1,171+6.3% | $1,790-30.4% | $4,139-69.9% |
| Admin fee / account holder | $21 | $1,962-98.9% | $2,495-99.1% | $7,234-99.7% |