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 | $226,489 | $93,024+143.5% | $77,024+194.1% | $134,475+68.4% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | 30.88% | 62.60%-31.7pp | 42.32%-11.4pp | 417.96%-387.1pp |
| Employer contribution / active EE | $2,430 | $3,418-28.9% | $2,812-13.6% | $4,740-48.7% |
| Participant deferral / active EE | $2,603 | $5,238-50.3% | $4,426-41.2% | $6,400-59.3% |
| Admin fee / account holder | $208 | $6,944-97.0% | $5,425-96.2% | $11,426-98.2% |