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 | $232,660 | $175,202+32.8% | $149,673+55.4% | $139,434+66.9% |
| Participation rate | 20.0% | 83.4%-63.4pp | 78.8%-58.8pp | 80.3%-60.3pp |
| Annual return | 24.01% | 166.71%-142.7pp | 134.42%-110.4pp | 372.94%-348.9pp |
| Employer contribution / active EE | $1,099 | $5,474-79.9% | $4,818-77.2% | $4,751-76.9% |
| Participant deferral / active EE | $3,518 | $6,519-46.0% | $5,680-38.1% | $6,710-47.6% |
| Admin fee / account holder | $60 | $16,150-99.6% | $13,210-99.5% | $11,403-99.5% |