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 | $138,422 | $96,484+43.5% | $75,886+82.4% | $152,861-9.4% |
| Participation rate | 34.8% | 76.2%-41.4pp | 69.3%-34.5pp | 82.4%-47.7pp |
| Annual return | 21.37% | 33.98%-12.6pp | 30.76%-9.4pp | 345.32%-323.9pp |
| Employer contribution / active EE | $0 | $3,309-100.0% | $2,500-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,334 | $4,553-26.8% | $3,603-7.5% | $5,850-43.0% |
| Admin fee / account holder | $170 | $8,078-97.9% | $5,418-96.9% | $11,596-98.5% |