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 | $235,285 | $159,602+47.4% | $150,045+56.8% | $142,382+65.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 13.09% | 70.24%-57.2pp | 62.55%-49.5pp | 217.08%-204.0pp |
| Employer contribution / active EE | $1,518 | $4,961-69.4% | $4,693-67.6% | $4,299-64.7% |
| Participant deferral / active EE | $6,961 | $8,310-16.2% | $7,997-13.0% | $6,507+7.0% |
| Admin fee / account holder | $60 | $14,846-99.6% | $13,435-99.6% | $12,624-99.5% |