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 | $44,208 | $29,660+49.1% | $56,411-21.6% | $80,856-45.3% |
| Participation rate | 38.6% | 41.6%-3.0pp | 52.5%-13.8pp | 67.6%-29.0pp |
| Annual return | 11.03% | 35.23%-24.2pp | 1701.33%-1690.3pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,266 | $669+89.2% | $1,039+21.9% | $2,755-54.0% |
| Participant deferral / active EE | $2,051 | $1,226+67.3% | $1,952+5.1% | $4,296-52.3% |
| Admin fee / account holder | $70 | $2,428-97.1% | $2,829-97.5% | $6,918-99.0% |