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 | $93,152 | $48,046+93.9% | $84,611+10.1% | $72,985+27.6% |
| Participation rate | 49.4% | 57.6%-8.2pp | 68.2%-18.9pp | 69.5%-20.1pp |
| Annual return | 19.57% | 37.38%-17.8pp | 258.74%-239.2pp | 81.00%-61.4pp |
| Employer contribution / active EE | $980 | $1,602-38.8% | $2,652-63.1% | $2,440-59.8% |
| Participant deferral / active EE | $2,025 | $2,680-24.4% | $3,899-48.0% | $3,607-43.9% |
| Admin fee / account holder | $246 | $3,395-92.7% | $4,912-95.0% | $5,124-95.2% |