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 9-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 | $76,157 | $112,881-32.5% | $90,951-16.3% | $158,922-52.1% |
| Participation rate | 33.3% | 74.7%-41.4pp | 69.0%-35.7pp | 82.0%-48.6pp |
| Annual return | 21.20% | 215.79%-194.6pp | 134.60%-113.4pp | 302.83%-281.6pp |
| Employer contribution / active EE | $984 | $2,893-66.0% | $2,122-53.6% | $4,761-79.3% |
| Participant deferral / active EE | $4,732 | $4,128+14.6% | $3,373+40.3% | $5,982-20.9% |
| Admin fee / account holder | $285 | $8,041-96.5% | $5,959-95.2% | $11,246-97.5% |