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 | $144,291 | $115,770+24.6% | $101,248+42.5% | $158,922-9.2% |
| Participation rate | 26.7% | 79.4%-52.7pp | 75.8%-49.1pp | 82.0%-55.3pp |
| Annual return | 17.03% | 56.14%-39.1pp | 46.47%-29.4pp | 302.83%-285.8pp |
| Employer contribution / active EE | $1,001 | $4,175-76.0% | $3,660-72.6% | $4,761-79.0% |
| Participant deferral / active EE | $2,534 | $4,957-48.9% | $4,370-42.0% | $5,982-57.6% |
| Admin fee / account holder | $7 | $7,245-99.9% | $5,945-99.9% | $11,246-99.9% |