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 5-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 | $78,514 | $159,901-50.9% | $146,958-46.6% | $145,922-46.2% |
| Participation rate | 52.9% | 84.0%-31.1pp | 82.2%-29.2pp | 80.3%-27.3pp |
| Annual return | 101.16% | 98.13%+3.0pp | 418.34%-317.2pp | 561.29%-460.1pp |
| Employer contribution / active EE | $1,283 | $5,286-75.7% | $4,933-74.0% | $4,660-72.5% |
| Participant deferral / active EE | $2,812 | $8,428-66.6% | $8,070-65.1% | $6,688-57.9% |
| Admin fee / account holder | $15 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |