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 | $100,941 | $65,409+54.3% | $98,442+2.5% | $85,850+17.6% |
| Participation rate | 19.4% | 65.0%-45.6pp | 73.3%-54.0pp | 69.3%-50.0pp |
| Annual return | 13.74% | 21.76%-8.0pp | 1492.73%-1479.0pp | 318.53%-304.8pp |
| Employer contribution / active EE | $310 | $2,168-85.7% | $2,960-89.5% | $2,565-87.9% |
| Participant deferral / active EE | $1,149 | $3,166-63.7% | $4,276-73.1% | $3,952-70.9% |
| Admin fee / account holder | $298 | $4,593-93.5% | $5,949-95.0% | $6,260-95.2% |