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 | $204,963 | $157,256+30.3% | $141,162+45.2% | $152,861+34.1% |
| Participation rate | 47.8% | 84.8%-37.0pp | 82.5%-34.6pp | 82.4%-34.6pp |
| Annual return | 22.96% | 64.32%-41.4pp | 71.39%-48.4pp | 345.32%-322.4pp |
| Employer contribution / active EE | $1,594 | $5,261-69.7% | $4,735-66.3% | $4,762-66.5% |
| Participant deferral / active EE | $2,389 | $7,109-66.4% | $6,709-64.4% | $5,850-59.2% |
| Admin fee / account holder | $7 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |