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 | $198,095 | $111,814+77.2% | $93,654+111.5% | $145,959+35.7% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 11.94% | 203.30%-191.4pp | 133.34%-121.4pp | 561.95%-550.0pp |
| Employer contribution / active EE | $1,435 | $3,092-53.6% | $2,421-40.7% | $4,661-69.2% |
| Participant deferral / active EE | $4,222 | $4,914-14.1% | $4,413-4.3% | $6,689-36.9% |
| Admin fee / account holder | $11 | $10,246-99.9% | $8,282-99.9% | $13,398-99.9% |