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 | $169,023 | $99,652+69.6% | $78,778+114.6% | $147,584+14.5% |
| Participation rate | 42.9% | 76.2%-33.4pp | 69.2%-26.3pp | 82.8%-40.0pp |
| Annual return | 12.36% | 47.28%-34.9pp | 35.62%-23.3pp | 578.55%-566.2pp |
| Employer contribution / active EE | $722 | $2,796-74.2% | $1,986-63.6% | $4,876-85.2% |
| Participant deferral / active EE | $1,845 | $3,664-49.6% | $2,958-37.6% | $5,439-66.1% |
| Admin fee / account holder | $186 | $7,155-97.4% | $5,134-96.4% | $10,885-98.3% |