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 | $116,664 | $109,817+6.2% | $98,442+18.5% | $167,490-30.3% |
| Participation rate | 60.0% | 75.8%-15.8pp | 73.3%-13.3pp | 82.1%-22.1pp |
| Annual return | 25.90% | 1956.69%-1930.8pp | 1492.73%-1466.8pp | 478.56%-452.7pp |
| Employer contribution / active EE | $3,354 | $3,224+4.0% | $2,960+13.3% | $4,837-30.7% |
| Participant deferral / active EE | $4,884 | $4,673+4.5% | $4,276+14.2% | $6,341-23.0% |
| Admin fee / account holder | $47 | $6,753-99.3% | $5,949-99.2% | $12,309-99.6% |