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 5-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 | $98,736 | $64,839+52.3% | $95,585+3.3% | $84,808+16.4% |
| Participation rate | 35.7% | 63.8%-28.1pp | 72.1%-36.4pp | 68.3%-32.6pp |
| Annual return | 17.11% | -670.96%+688.1pp | 38.56%-21.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $944 | $1,759-46.3% | $2,527-62.6% | $2,631-64.1% |
| Participant deferral / active EE | $2,510 | $2,965-15.3% | $4,023-37.6% | $4,212-40.4% |
| Admin fee / account holder | $0 | $5,964-100.0% | $6,127-100.0% | $7,344-100.0% |