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 | $127,208 | $96,635+31.6% | $86,612+46.9% | $139,434-8.8% |
| Participation rate | 40.0% | 74.4%-34.4pp | 71.7%-31.7pp | 80.3%-40.3pp |
| Annual return | 19.13% | 106.41%-87.3pp | 591.07%-571.9pp | 372.94%-353.8pp |
| Employer contribution / active EE | $588 | $3,263-82.0% | $3,022-80.6% | $4,751-87.6% |
| Participant deferral / active EE | $2,016 | $4,836-58.3% | $4,438-54.6% | $6,710-70.0% |
| Admin fee / account holder | $60 | $6,408-99.1% | $5,614-98.9% | $11,403-99.5% |