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 7-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 | $78,938 | $70,606+11.8% | $53,898+46.5% | $142,382-44.6% |
| Participation rate | 23.8% | 63.7%-39.9pp | 55.0%-31.2pp | 80.1%-56.3pp |
| Annual return | 16.00% | 619.81%-603.8pp | 528.60%-512.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $929 | $1,202-22.7% | $932-0.3% | $4,299-78.4% |
| Participant deferral / active EE | $1,519 | $2,364-35.8% | $1,826-16.8% | $6,507-76.7% |
| Admin fee / account holder | $42 | $2,852-98.5% | $2,491-98.3% | $12,624-99.7% |