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 9-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 | $136,082 | $107,934+26.1% | $91,989+47.9% | $152,861-11.0% |
| Participation rate | 60.0% | 81.2%-21.2pp | 78.6%-18.6pp | 82.4%-22.4pp |
| Annual return | 25.49% | 89.24%-63.8pp | 69.02%-43.5pp | 345.32%-319.8pp |
| Employer contribution / active EE | $3,555 | $4,210-15.5% | $3,452+3.0% | $4,762-25.3% |
| Participant deferral / active EE | $5,652 | $6,364-11.2% | $5,923-4.6% | $5,850-3.4% |
| Admin fee / account holder | $117 | $10,520-98.9% | $7,743-98.5% | $11,596-99.0% |