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 | $94,888 | $27,915+239.9% | $58,482+62.3% | $75,163+26.2% |
| Participation rate | 7.8% | 38.8%-31.0pp | 50.9%-43.1pp | 67.2%-59.4pp |
| Annual return | 28.27% | 44.20%-15.9pp | 4239.32%-4211.0pp | 160.62%-132.3pp |
| Employer contribution / active EE | $390 | $669-41.7% | $1,053-62.9% | $2,670-85.4% |
| Participant deferral / active EE | $1,122 | $1,201-6.6% | $1,924-41.7% | $4,125-72.8% |
| Admin fee / account holder | $232 | $1,726-86.6% | $2,516-90.8% | $5,651-95.9% |