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 | $107,138 | $114,047-6.1% | $96,139+11.4% | $167,490-36.0% |
| Participation rate | 40.0% | 75.1%-35.1pp | 68.4%-28.4pp | 82.1%-42.1pp |
| Annual return | 34.83% | 189.88%-155.0pp | 191.94%-157.1pp | 478.56%-443.7pp |
| Employer contribution / active EE | $845 | $3,427-75.3% | $2,797-69.8% | $4,837-82.5% |
| Participant deferral / active EE | $16,900 | $5,194+225.4% | $4,349+288.6% | $6,341+166.5% |
| Admin fee / account holder | $19 | $6,897-99.7% | $5,537-99.7% | $12,309-99.8% |