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 | $135,864 | $85,022+59.8% | $70,515+92.7% | $139,434-2.6% |
| Participation rate | 41.2% | 73.9%-32.7pp | 68.3%-27.2pp | 80.3%-39.1pp |
| Annual return | 16.00% | 30.38%-14.4pp | 32.77%-16.8pp | 372.94%-356.9pp |
| Employer contribution / active EE | $639 | $3,909-83.7% | $2,973-78.5% | $4,751-86.6% |
| Participant deferral / active EE | $3,529 | $5,890-40.1% | $4,567-22.7% | $6,710-47.4% |
| Admin fee / account holder | $171 | $8,906-98.1% | $6,412-97.3% | $11,403-98.5% |