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 | $130,663 | $97,125+34.5% | $86,233+51.5% | $137,256-4.8% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 27.10% | 74.19%-47.1pp | 61.39%-34.3pp | 220.34%-193.2pp |
| Employer contribution / active EE | $500 | $2,841-82.4% | $2,504-80.0% | $4,156-88.0% |
| Participant deferral / active EE | $1,250 | $5,180-75.9% | $4,559-72.6% | $6,407-80.5% |
| Admin fee / account holder | $2 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |