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 | $109,130 | $100,852+8.2% | $90,404+20.7% | $158,922-31.3% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.7%-32.7pp | 82.0%-42.0pp |
| Annual return | 22.03% | 1724.20%-1702.2pp | 1293.02%-1271.0pp | 302.83%-280.8pp |
| Employer contribution / active EE | $1,274 | $3,689-65.5% | $3,262-60.9% | $4,761-73.2% |
| Participant deferral / active EE | $5,309 | $4,348+22.1% | $3,963+34.0% | $5,982-11.2% |
| Admin fee / account holder | $79 | $6,501-98.8% | $5,611-98.6% | $11,246-99.3% |