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 | $153,108 | $144,119+6.2% | $117,854+29.9% | $147,584+3.7% |
| Participation rate | 36.4% | 83.4%-47.1pp | 79.7%-43.3pp | 82.8%-46.5pp |
| Annual return | 12.57% | 531.15%-518.6pp | 335.08%-322.5pp | 578.55%-566.0pp |
| Employer contribution / active EE | $1,320 | $4,896-73.0% | $3,786-65.1% | $4,876-72.9% |
| Participant deferral / active EE | $3,073 | $5,316-42.2% | $4,482-31.4% | $5,439-43.5% |
| Admin fee / account holder | $30 | $10,886-99.7% | $8,020-99.6% | $10,885-99.7% |