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 6-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 | $74,539 | $159,901-53.4% | $146,958-49.3% | $145,922-48.9% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 13.79% | 98.13%-84.3pp | 418.34%-404.5pp | 561.29%-547.5pp |
| Employer contribution / active EE | $2,523 | $5,286-52.3% | $4,933-48.9% | $4,660-45.9% |
| Participant deferral / active EE | $12,897 | $8,428+53.0% | $8,070+59.8% | $6,688+92.9% |
| Admin fee / account holder | $86 | $15,044-99.4% | $12,998-99.3% | $13,397-99.4% |