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 | $119,957 | $101,069+18.7% | $81,478+47.2% | $147,584-18.7% |
| Participation rate | 30.4% | 74.5%-44.0pp | 68.0%-37.5pp | 82.8%-52.4pp |
| Annual return | 17.46% | 32.40%-14.9pp | 38.78%-21.3pp | 578.55%-561.1pp |
| Employer contribution / active EE | $765 | $3,205-76.1% | $2,568-70.2% | $4,876-84.3% |
| Participant deferral / active EE | $3,283 | $4,242-22.6% | $3,537-7.2% | $5,439-39.6% |
| Admin fee / account holder | $11 | $5,812-99.8% | $4,561-99.8% | $10,885-99.9% |