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 | $121,896 | $74,888+62.8% | $71,209+71.2% | $142,382-14.4% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.1%-20.1pp |
| Annual return | 18.55% | 345.14%-326.6pp | 282.51%-264.0pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,617 | $2,854-43.3% | $2,721-40.6% | $4,299-62.4% |
| Participant deferral / active EE | $4,900 | $4,454+10.0% | $4,175+17.4% | $6,507-24.7% |
| Admin fee / account holder | $91 | $5,568-98.4% | $5,349-98.3% | $12,624-99.3% |