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 | $216,491 | $209,411+3.4% | $178,490+21.3% | $158,922+36.2% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 12.91% | 188.75%-175.8pp | 151.07%-138.2pp | 302.83%-289.9pp |
| Employer contribution / active EE | $1,298 | $5,706-77.3% | $5,011-74.1% | $4,761-72.7% |
| Participant deferral / active EE | $7,381 | $5,954+24.0% | $5,202+41.9% | $5,982+23.4% |
| Admin fee / account holder | $15 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |