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 | $136,182 | $39,019+249.0% | $80,716+68.7% | $85,850+58.6% |
| Participation rate | 38.7% | 41.5%-2.8pp | 54.2%-15.5pp | 69.3%-30.6pp |
| Annual return | 13.92% | 26.27%-12.4pp | 87.28%-73.4pp | 318.53%-304.6pp |
| Employer contribution / active EE | $410 | $722-43.2% | $1,160-64.7% | $2,565-84.0% |
| Participant deferral / active EE | $911 | $1,326-31.3% | $2,146-57.5% | $3,952-76.9% |
| Admin fee / account holder | $0 | $2,431-100.0% | $3,380-100.0% | $6,260-100.0% |