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 | $52,194 | $29,660+76.0% | $56,411-7.5% | $80,856-35.4% |
| Participation rate | 45.9% | 41.6%+4.3pp | 52.5%-6.5pp | 67.6%-21.7pp |
| Annual return | 13.80% | 35.23%-21.4pp | 1701.33%-1687.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $911 | $669+36.1% | $1,039-12.3% | $2,755-66.9% |
| Participant deferral / active EE | $1,939 | $1,226+58.1% | $1,952-0.7% | $4,296-54.9% |
| Admin fee / account holder | $226 | $2,428-90.7% | $2,829-92.0% | $6,918-96.7% |