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 9-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 | $78,113 | $74,888+4.3% | $71,209+9.7% | $142,382-45.1% |
| Participation rate | 46.2% | 76.2%-30.1pp | 73.8%-27.6pp | 80.1%-34.0pp |
| Annual return | 15.84% | 345.14%-329.3pp | 282.51%-266.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,130 | $2,854-60.4% | $2,721-58.5% | $4,299-73.7% |
| Participant deferral / active EE | $1,615 | $4,454-63.8% | $4,175-61.3% | $6,507-75.2% |
| Admin fee / account holder | $18 | $5,568-99.7% | $5,349-99.7% | $12,624-99.9% |