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 | $200,195 | $197,825+1.2% | $155,790+28.5% | $125,391+59.7% |
| Participation rate | 50.0% | 82.1%-32.1pp | 76.1%-26.1pp | 83.2%-33.2pp |
| Annual return | 73.94% | 86.74%-12.8pp | 71.54%+2.4pp | 282.22%-208.3pp |
| Employer contribution / active EE | $2,050 | $4,847-57.7% | $3,836-46.6% | $4,866-57.9% |
| Participant deferral / active EE | $3,749 | $5,630-33.4% | $4,797-21.8% | $5,352-29.9% |
| Admin fee / account holder | $10 | $9,545-99.9% | $7,478-99.9% | $9,540-99.9% |