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 | $176,703 | $112,881+56.5% | $90,951+94.3% | $158,922+11.2% |
| Participation rate | 33.3% | 74.7%-41.4pp | 69.0%-35.7pp | 82.0%-48.6pp |
| Annual return | 19.97% | 215.79%-195.8pp | 134.60%-114.6pp | 302.83%-282.9pp |
| Employer contribution / active EE | $502 | $2,893-82.6% | $2,122-76.3% | $4,761-89.4% |
| Participant deferral / active EE | $4,348 | $4,128+5.3% | $3,373+28.9% | $5,982-27.3% |
| Admin fee / account holder | $30 | $8,041-99.6% | $5,959-99.5% | $11,246-99.7% |