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 | $109,445 | $102,966+6.3% | $90,281+21.2% | $152,861-28.4% |
| Participation rate | 20.0% | 75.9%-55.9pp | 73.3%-53.3pp | 82.4%-62.4pp |
| Annual return | 24.94% | 95.16%-70.2pp | 78.10%-53.2pp | 345.32%-320.4pp |
| Employer contribution / active EE | $1,045 | $3,139-66.7% | $2,854-63.4% | $4,762-78.1% |
| Participant deferral / active EE | $2,346 | $4,281-45.2% | $3,885-39.6% | $5,850-59.9% |
| Admin fee / account holder | $119 | $6,171-98.1% | $5,351-97.8% | $11,596-99.0% |