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 | $184,653 | $99,877+84.9% | $84,966+117.3% | $145,922+26.5% |
| Participation rate | 16.7% | 74.1%-57.4pp | 67.5%-50.8pp | 80.3%-63.6pp |
| Annual return | 11.87% | 83.76%-71.9pp | 66.38%-54.5pp | 561.29%-549.4pp |
| Employer contribution / active EE | $756 | $3,231-76.6% | $2,727-72.3% | $4,660-83.8% |
| Participant deferral / active EE | $1,491 | $5,291-71.8% | $4,519-67.0% | $6,688-77.7% |
| Admin fee / account holder | $174 | $7,248-97.6% | $6,149-97.2% | $13,397-98.7% |