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 | $140,171 | $34,934+301.3% | $56,411+148.5% | $74,495+88.2% |
| Participation rate | 21.6% | 32.8%-11.2pp | 52.5%-30.9pp | 67.2%-45.6pp |
| Annual return | 18.19% | 25.94%-7.8pp | 1701.33%-1683.1pp | 1364.94%-1346.8pp |
| Employer contribution / active EE | $436 | $609-28.4% | $1,039-58.0% | $2,623-83.4% |
| Participant deferral / active EE | $1,333 | $1,170+13.9% | $1,952-31.7% | $4,346-69.3% |
| Admin fee / account holder | $5 | $2,364-99.8% | $2,829-99.8% | $1,942-99.7% |