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 7-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 | $185,386 | $175,202+5.8% | $149,673+23.9% | $139,434+33.0% |
| Participation rate | 40.0% | 83.4%-43.4pp | 78.8%-38.8pp | 80.3%-40.3pp |
| Annual return | 20.28% | 166.71%-146.4pp | 134.42%-114.1pp | 372.94%-352.7pp |
| Employer contribution / active EE | $1,417 | $5,474-74.1% | $4,818-70.6% | $4,751-70.2% |
| Participant deferral / active EE | $7,840 | $6,519+20.3% | $5,680+38.0% | $6,710+16.8% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |