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 | $100,979 | $72,071+40.1% | $68,368+47.7% | $137,256-26.4% |
| Participation rate | 21.4% | 76.2%-54.8pp | 73.8%-52.3pp | 80.0%-58.5pp |
| Annual return | 15.03% | 353.14%-338.1pp | 292.57%-277.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $456 | $2,788-83.6% | $2,649-82.8% | $4,156-89.0% |
| Participant deferral / active EE | $1,880 | $4,410-57.4% | $4,123-54.4% | $6,407-70.7% |
| Admin fee / account holder | $26 | $5,336-99.5% | $5,150-99.5% | $12,270-99.8% |