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 | $145,331 | $114,381+27.1% | $107,525+35.2% | $142,382+2.1% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.1%-15.1pp | 80.1%-20.1pp |
| Annual return | 17.03% | 242.71%-225.7pp | 181.32%-164.3pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,021 | $4,015-49.7% | $3,754-46.2% | $4,299-53.0% |
| Participant deferral / active EE | $2,809 | $5,564-49.5% | $5,116-45.1% | $6,507-56.8% |
| Admin fee / account holder | $53 | $9,860-99.5% | $8,919-99.4% | $12,624-99.6% |