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 | $223,168 | $175,202+27.4% | $149,673+49.1% | $139,434+60.1% |
| Participation rate | 33.3% | 83.4%-50.0pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 24.57% | 166.71%-142.1pp | 134.42%-109.8pp | 372.94%-348.4pp |
| Employer contribution / active EE | $1,516 | $5,474-72.3% | $4,818-68.5% | $4,751-68.1% |
| Participant deferral / active EE | $13,571 | $6,519+108.2% | $5,680+138.9% | $6,710+102.2% |
| Admin fee / account holder | $60 | $16,150-99.6% | $13,210-99.5% | $11,403-99.5% |