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 | $214,053 | $91,190+134.7% | $178,490+19.9% | $79,858+168.0% |
| Participation rate | 37.0% | 69.2%-32.2pp | 81.9%-44.9pp | 69.6%-32.6pp |
| Annual return | 37.04% | 24.19%+12.9pp | 151.07%-114.0pp | 31.71%+5.3pp |
| Employer contribution / active EE | $1,620 | $3,256-50.2% | $5,011-67.7% | $2,471-34.4% |
| Participant deferral / active EE | $2,383 | $3,236-26.4% | $5,202-54.2% | $3,740-36.3% |
| Admin fee / account holder | $5 | $6,751-99.9% | $13,984-100.0% | $5,306-99.9% |