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 3-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 | $88,637 | $67,823+30.7% | $52,425+69.1% | $137,256-35.4% |
| Participation rate | 30.8% | 63.9%-33.1pp | 55.6%-24.9pp | 80.0%-49.2pp |
| Annual return | 19.44% | 219.11%-199.7pp | 302.12%-282.7pp | 220.34%-200.9pp |
| Employer contribution / active EE | $903 | $1,163-22.4% | $914-1.3% | $4,156-78.3% |
| Participant deferral / active EE | $7,036 | $2,288+207.5% | $1,790+293.0% | $6,407+9.8% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |