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 | $119,574 | $121,625-1.7% | $104,607+14.3% | $158,922-24.8% |
| Participation rate | 42.1% | 77.5%-35.4pp | 74.1%-32.0pp | 82.0%-39.9pp |
| Annual return | 24.52% | 465.26%-440.7pp | 340.46%-315.9pp | 302.83%-278.3pp |
| Employer contribution / active EE | $5,022 | $3,163+58.8% | $2,681+87.3% | $4,761+5.5% |
| Participant deferral / active EE | $2,948 | $4,177-29.4% | $3,740-21.2% | $5,982-50.7% |
| Admin fee / account holder | -$163 | $7,787-102.1% | $6,473-102.5% | $11,246-101.4% |