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 | $101,942 | $110,502-7.7% | $80,716+26.3% | $167,490-39.1% |
| Participation rate | 30.0% | 64.0%-34.0pp | 54.2%-24.2pp | 82.1%-52.1pp |
| Annual return | 9.71% | 120.54%-110.8pp | 87.28%-77.6pp | 478.56%-468.8pp |
| Employer contribution / active EE | $594 | $1,543-61.5% | $1,160-48.8% | $4,837-87.7% |
| Participant deferral / active EE | $3,001 | $2,871+4.5% | $2,146+39.8% | $6,341-52.7% |
| Admin fee / account holder | $40 | $4,545-99.1% | $3,380-98.8% | $12,309-99.7% |