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 | $127,757 | $39,019+227.4% | $80,716+58.3% | $85,850+48.8% |
| Participation rate | 33.3% | 41.5%-8.2pp | 54.2%-20.8pp | 69.3%-36.0pp |
| Annual return | 13.95% | 26.27%-12.3pp | 87.28%-73.3pp | 318.53%-304.6pp |
| Employer contribution / active EE | $687 | $722-4.8% | $1,160-40.8% | $2,565-73.2% |
| Participant deferral / active EE | $1,930 | $1,326+45.6% | $2,146-10.1% | $3,952-51.2% |
| Admin fee / account holder | $0 | $2,431-100.0% | $3,380-100.0% | $6,260-100.0% |