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 8-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 | $105,187 | $95,561+10.1% | $77,163+36.3% | $139,434-24.6% |
| Participation rate | 25.0% | 73.9%-48.9pp | 69.6%-44.6pp | 80.3%-55.3pp |
| Annual return | 14.51% | 54.92%-40.4pp | 37.87%-23.4pp | 372.94%-358.4pp |
| Employer contribution / active EE | $812 | $3,147-74.2% | $2,535-68.0% | $4,751-82.9% |
| Participant deferral / active EE | $4,082 | $4,624-11.7% | $3,833+6.5% | $6,710-39.2% |
| Admin fee / account holder | $20 | $8,295-99.8% | $5,472-99.6% | $11,403-99.8% |