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 8-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 | $56,802 | $67,823-16.3% | $52,425+8.3% | $137,256-58.6% |
| Participation rate | 62.5% | 63.9%-1.4pp | 55.6%+6.9pp | 80.0%-17.5pp |
| Annual return | 18.17% | 219.11%-200.9pp | 302.12%-283.9pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,666 | $1,163+43.2% | $914+82.2% | $4,156-59.9% |
| Participant deferral / active EE | $8,034 | $2,288+251.1% | $1,790+348.7% | $6,407+25.4% |
| Admin fee / account holder | $283 | $2,844-90.0% | $2,495-88.7% | $12,270-97.7% |