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 | $124,172 | $115,770+7.3% | $101,248+22.6% | $158,922-21.9% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 23.86% | 56.14%-32.3pp | 46.47%-22.6pp | 302.83%-279.0pp |
| Employer contribution / active EE | $1,746 | $4,175-58.2% | $3,660-52.3% | $4,761-63.3% |
| Participant deferral / active EE | $4,934 | $4,957-0.5% | $4,370+12.9% | $5,982-17.5% |
| Admin fee / account holder | $8 | $7,245-99.9% | $5,945-99.9% | $11,246-99.9% |