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 5-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 | $64,853 | $57,281+13.2% | $86,612-25.1% | $75,163-13.7% |
| Participation rate | 59.3% | 63.2%-3.9pp | 71.7%-12.4pp | 67.2%-7.9pp |
| Annual return | 19.87% | 2670.75%-2650.9pp | 591.07%-571.2pp | 160.62%-140.7pp |
| Employer contribution / active EE | $2,164 | $2,314-6.5% | $3,022-28.4% | $2,670-18.9% |
| Participant deferral / active EE | $4,198 | $3,318+26.5% | $4,438-5.4% | $4,125+1.8% |
| Admin fee / account holder | $75 | $4,112-98.2% | $5,614-98.7% | $5,651-98.7% |