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 | $74,647 | $48,230+54.8% | $67,502+10.6% | $80,856-7.7% |
| Participation rate | 47.8% | 66.4%-18.6pp | 72.9%-25.1pp | 67.6%-19.9pp |
| Annual return | 13.16% | 18.28%-5.1pp | 3512.12%-3499.0pp | 35.59%-22.4pp |
| Employer contribution / active EE | $760 | $2,020-62.4% | $2,731-72.2% | $2,755-72.4% |
| Participant deferral / active EE | $2,544 | $2,924-13.0% | $4,000-36.4% | $4,296-40.8% |
| Admin fee / account holder | $190 | $3,681-94.8% | $3,998-95.2% | $6,918-97.2% |