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 | $214,464 | $65,561+227.1% | $86,188+148.8% | $75,163+185.3% |
| Participation rate | 20.6% | 60.5%-39.9pp | 69.0%-48.4pp | 67.2%-46.6pp |
| Annual return | 35.65% | 46.05%-10.4pp | 1168.45%-1132.8pp | 160.62%-125.0pp |
| Employer contribution / active EE | $1,801 | $1,553+16.0% | $2,380-24.3% | $2,670-32.5% |
| Participant deferral / active EE | $2,492 | $3,024-17.6% | $3,985-37.5% | $4,125-39.6% |
| Admin fee / account holder | $17 | $5,474-99.7% | $6,852-99.7% | $5,651-99.7% |