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 | $129,132 | $121,625+6.2% | $104,607+23.4% | $158,922-18.7% |
| Participation rate | 52.6% | 77.5%-24.9pp | 74.1%-21.4pp | 82.0%-29.3pp |
| Annual return | 21.51% | 465.26%-443.7pp | 340.46%-319.0pp | 302.83%-281.3pp |
| Employer contribution / active EE | $893 | $3,163-71.8% | $2,681-66.7% | $4,761-81.2% |
| Participant deferral / active EE | $1,166 | $4,177-72.1% | $3,740-68.8% | $5,982-80.5% |
| Admin fee / account holder | $6 | $7,787-99.9% | $6,473-99.9% | $11,246-99.9% |