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 | $106,253 | $99,652+6.6% | $78,778+34.9% | $147,584-28.0% |
| Participation rate | 60.0% | 76.2%-16.2pp | 69.2%-9.2pp | 82.8%-22.8pp |
| Annual return | 12.04% | 47.28%-35.2pp | 35.62%-23.6pp | 578.55%-566.5pp |
| Employer contribution / active EE | $909 | $2,796-67.5% | $1,986-54.2% | $4,876-81.4% |
| Participant deferral / active EE | $6,946 | $3,664+89.6% | $2,958+134.8% | $5,439+27.7% |
| Admin fee / account holder | $23 | $7,155-99.7% | $5,134-99.6% | $10,885-99.8% |