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 | $123,748 | $67,823+82.5% | $52,425+136.0% | $137,256-9.8% |
| Participation rate | 40.0% | 63.9%-23.9pp | 55.6%-15.6pp | 80.0%-40.0pp |
| Annual return | 17.42% | 219.11%-201.7pp | 302.12%-284.7pp | 220.34%-202.9pp |
| Employer contribution / active EE | $1,834 | $1,163+57.7% | $914+100.6% | $4,156-55.9% |
| Participant deferral / active EE | $3,384 | $2,288+47.9% | $1,790+89.0% | $6,407-47.2% |
| Admin fee / account holder | $103 | $2,844-96.4% | $2,495-95.9% | $12,270-99.2% |