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 4-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 | $71,564 | $175,202-59.2% | $149,673-52.2% | $139,434-48.7% |
| Participation rate | 0.0% | 83.4%-83.4pp | 78.8%-78.8pp | 80.3%-80.3pp |
| Annual return | 28.94% | 166.71%-137.8pp | 134.42%-105.5pp | 372.94%-344.0pp |
| Employer contribution / active EE | $6,750 | $5,474+23.3% | $4,818+40.1% | $4,751+42.1% |
| Participant deferral / active EE | $4,183 | $6,519-35.8% | $5,680-26.3% | $6,710-37.7% |
| Admin fee / account holder | $20 | $16,150-99.9% | $13,210-99.8% | $11,403-99.8% |