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 | $107,106 | $105,998+1.0% | $92,233+16.1% | $147,584-27.4% |
| Participation rate | 58.8% | 80.4%-21.6pp | 76.5%-17.7pp | 82.8%-24.0pp |
| Annual return | 15.96% | 50.05%-34.1pp | 176.28%-160.3pp | 578.55%-562.6pp |
| Employer contribution / active EE | $7,414 | $4,333+71.1% | $3,679+101.5% | $4,876+52.0% |
| Participant deferral / active EE | $4,281 | $4,478-4.4% | $3,897+9.9% | $5,439-21.3% |
| Admin fee / account holder | $126 | $6,332-98.0% | $5,194-97.6% | $10,885-98.8% |