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 | $207,989 | $112,729+84.5% | $98,716+110.7% | $137,256+51.5% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.3%-44.3pp | 80.0%-55.0pp |
| Annual return | 11.72% | 38.48%-26.8pp | 31.81%-20.1pp | 220.34%-208.6pp |
| Employer contribution / active EE | $719 | $2,725-73.6% | $2,279-68.5% | $4,156-82.7% |
| Participant deferral / active EE | $1,438 | $4,640-69.0% | $4,048-64.5% | $6,407-77.6% |
| Admin fee / account holder | $30 | $10,129-99.7% | $8,703-99.7% | $12,270-99.8% |