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 6-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 | $112,779 | $95,266+18.4% | $82,389+36.9% | $142,382-20.8% |
| Participation rate | 63.2% | 74.5%-11.3pp | 69.5%-6.4pp | 80.1%-17.0pp |
| Annual return | 66.36% | 25.74%+40.6pp | 28.67%+37.7pp | 217.08%-150.7pp |
| Employer contribution / active EE | $996 | $2,991-66.7% | $2,517-60.4% | $4,299-76.8% |
| Participant deferral / active EE | $3,868 | $4,809-19.6% | $4,155-6.9% | $6,507-40.6% |
| Admin fee / account holder | $296 | $8,563-96.5% | $7,231-95.9% | $12,624-97.7% |