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 | $98,921 | $106,890-7.5% | $84,015+17.7% | $152,861-35.3% |
| Participation rate | 60.0% | 75.2%-15.2pp | 69.0%-9.0pp | 82.4%-22.4pp |
| Annual return | 25.22% | 104.99%-79.8pp | 71.31%-46.1pp | 345.32%-320.1pp |
| Employer contribution / active EE | $3,384 | $2,734+23.8% | $1,983+70.6% | $4,762-28.9% |
| Participant deferral / active EE | $6,590 | $4,011+64.3% | $3,239+103.5% | $5,850+12.7% |
| Admin fee / account holder | $240 | $8,285-97.1% | $6,101-96.1% | $11,596-97.9% |