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 8-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 | $88,960 | $69,207+28.5% | $64,056+38.9% | $139,434-36.2% |
| Participation rate | 69.6% | 75.6%-6.0pp | 72.3%-2.7pp | 80.3%-10.8pp |
| Annual return | 12.55% | 45.88%-33.3pp | 33.69%-21.1pp | 372.94%-360.4pp |
| Employer contribution / active EE | $1,581 | $3,182-50.3% | $2,747-42.5% | $4,751-66.7% |
| Participant deferral / active EE | $3,882 | $4,682-17.1% | $3,8800% | $6,710-42.1% |
| Admin fee / account holder | $7 | $4,244-99.8% | $3,068-99.8% | $11,403-99.9% |