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 | $237,402 | $104,907+126.3% | $84,611+180.6% | $152,861+55.3% |
| Participation rate | 42.9% | 74.8%-32.0pp | 68.2%-25.4pp | 82.4%-39.6pp |
| Annual return | 22.90% | 373.79%-350.9pp | 258.74%-235.8pp | 345.32%-322.4pp |
| Employer contribution / active EE | $1,318 | $3,302-60.1% | $2,652-50.3% | $4,762-72.3% |
| Participant deferral / active EE | $5,274 | $4,688+12.5% | $3,899+35.3% | $5,850-9.8% |
| Admin fee / account holder | $33 | $6,241-99.5% | $4,912-99.3% | $11,596-99.7% |