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 | $101,567 | $63,346+60.3% | $92,233+10.1% | $70,131+44.8% |
| Participation rate | 60.0% | 68.7%-8.7pp | 76.5%-16.5pp | 69.5%-9.5pp |
| Annual return | 26.24% | 530.12%-503.9pp | 176.28%-150.0pp | 73.14%-46.9pp |
| Employer contribution / active EE | $2,375 | $2,471-3.9% | $3,679-35.5% | $2,342+1.4% |
| Participant deferral / active EE | $6,687 | $2,854+134.3% | $3,897+71.6% | $3,332+100.7% |
| Admin fee / account holder | $3 | $3,840-99.9% | $5,194-99.9% | $4,645-99.9% |