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 | $112,870 | $108,172+4.3% | $77,482+45.7% | $158,922-29.0% |
| Participation rate | 66.7% | 64.4%+2.2pp | 54.2%+12.5pp | 82.0%-15.3pp |
| Annual return | 15.96% | 31.67%-15.7pp | 54.79%-38.8pp | 302.83%-286.9pp |
| Employer contribution / active EE | $1,702 | $1,325+28.5% | $986+72.5% | $4,761-64.3% |
| Participant deferral / active EE | $3,024 | $2,456+23.1% | $1,861+62.5% | $5,982-49.4% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |