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 | $133,499 | $108,172+23.4% | $77,482+72.3% | $158,922-16.0% |
| Participation rate | 20.0% | 64.4%-44.4pp | 54.2%-34.2pp | 82.0%-62.0pp |
| Annual return | 8.78% | 31.67%-22.9pp | 54.79%-46.0pp | 302.83%-294.0pp |
| Employer contribution / active EE | $661 | $1,325-50.1% | $986-33.0% | $4,761-86.1% |
| Participant deferral / active EE | $1,040 | $2,456-57.7% | $1,861-44.1% | $5,982-82.6% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |