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 | $144,870 | $27,915+419.0% | $58,482+147.7% | $75,163+92.7% |
| Participation rate | 7.9% | 38.8%-31.0pp | 50.9%-43.0pp | 67.2%-59.3pp |
| Annual return | 18.45% | 44.20%-25.8pp | 4239.32%-4220.9pp | 160.62%-142.2pp |
| Employer contribution / active EE | $188 | $669-71.9% | $1,053-82.1% | $2,670-93.0% |
| Participant deferral / active EE | $1,350 | $1,201+12.4% | $1,924-29.8% | $4,125-67.3% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,516-100.0% | $5,651-100.0% |