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 | $60,902 | $68,097-10.6% | $62,929-3.2% | $137,256-55.6% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.0%-30.0pp |
| Annual return | 21.07% | 1859.11%-1838.0pp | 1063.93%-1042.9pp | 220.34%-199.3pp |
| Employer contribution / active EE | $1,974 | $2,811-29.8% | $2,505-21.2% | $4,156-52.5% |
| Participant deferral / active EE | $4,148 | $4,553-8.9% | $3,888+6.7% | $6,407-35.3% |
| Admin fee / account holder | $210 | $6,521-96.8% | $5,065-95.9% | $12,270-98.3% |