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 | $22,494 | $93,024-75.8% | $77,024-70.8% | $134,475-83.3% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.2pp | 81.2%-14.6pp |
| Annual return | 79.68% | 62.60%+17.1pp | 42.32%+37.4pp | 417.96%-338.3pp |
| Employer contribution / active EE | $2,917 | $3,418-14.7% | $2,812+3.7% | $4,740-38.5% |
| Participant deferral / active EE | $8,105 | $5,238+54.7% | $4,426+83.1% | $6,400+26.6% |
| Admin fee / account holder | $134 | $6,944-98.1% | $5,425-97.5% | $11,426-98.8% |