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 | $68,168 | $107,334-36.5% | $92,893-26.6% | $152,861-55.4% |
| Participation rate | 27.8% | 79.8%-52.0pp | 76.0%-48.2pp | 82.4%-54.7pp |
| Annual return | 141.69% | 145.58%-3.9pp | 109.41%+32.3pp | 345.32%-203.6pp |
| Employer contribution / active EE | $845 | $4,221-80.0% | $3,653-76.9% | $4,762-82.3% |
| Participant deferral / active EE | $2,089 | $4,845-56.9% | $4,236-50.7% | $5,850-64.3% |
| Admin fee / account holder | $35 | $7,079-99.5% | $5,794-99.4% | $11,596-99.7% |