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 | $118,338 | $99,918+18.4% | $81,382+45.4% | $145,922-18.9% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 12.08% | 34.32%-22.2pp | 24.73%-12.7pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,675 | $2,978-43.7% | $2,463-32.0% | $4,660-64.1% |
| Participant deferral / active EE | $5,824 | $4,605+26.5% | $3,883+50.0% | $6,688-12.9% |
| Admin fee / account holder | $0 | $8,212-100.0% | $5,768-100.0% | $13,397-100.0% |