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 | $84,325 | $110,502-23.7% | $80,716+4.5% | $167,490-49.7% |
| Participation rate | 26.1% | 64.0%-37.9pp | 54.2%-28.1pp | 82.1%-56.0pp |
| Annual return | 18.25% | 120.54%-102.3pp | 87.28%-69.0pp | 478.56%-460.3pp |
| Employer contribution / active EE | $595 | $1,543-61.4% | $1,160-48.7% | $4,837-87.7% |
| Participant deferral / active EE | $2,482 | $2,871-13.5% | $2,146+15.7% | $6,341-60.9% |
| Admin fee / account holder | $0 | $4,545-100.0% | $3,380-100.0% | $12,309-100.0% |