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 8-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 | $78,213 | $156,846-50.1% | $121,098-35.4% | $139,434-43.9% |
| Participation rate | 33.3% | 76.4%-43.1pp | 69.5%-36.2pp | 80.3%-47.0pp |
| Annual return | 29.82% | 1474.56%-1444.7pp | 985.75%-955.9pp | 372.94%-343.1pp |
| Employer contribution / active EE | $1,280 | $5,536-76.9% | $4,164-69.3% | $4,751-73.1% |
| Participant deferral / active EE | $4,108 | $4,844-15.2% | $4,080+0.7% | $6,710-38.8% |
| Admin fee / account holder | $20 | $6,946-99.7% | $5,644-99.6% | $11,403-99.8% |