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 | $109,305 | $88,751+23.2% | $81,812+33.6% | $145,922-25.1% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 11.53% | 1025.40%-1013.9pp | 773.79%-762.3pp | 561.29%-549.8pp |
| Employer contribution / active EE | $2,567 | $3,083-16.8% | $2,912-11.9% | $4,660-44.9% |
| Participant deferral / active EE | $6,253 | $4,643+34.7% | $4,319+44.8% | $6,688-6.5% |
| Admin fee / account holder | $300 | $8,415-96.4% | $7,386-95.9% | $13,397-97.8% |