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 6-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 | $76,675 | $70,756+8.4% | $65,493+17.1% | $142,382-46.1% |
| Participation rate | 55.6% | 77.4%-21.8pp | 73.1%-17.5pp | 80.1%-24.6pp |
| Annual return | 21.40% | 1754.89%-1733.5pp | 982.45%-961.0pp | 217.08%-195.7pp |
| Employer contribution / active EE | $1,645 | $2,881-42.9% | $2,574-36.1% | $4,299-61.7% |
| Participant deferral / active EE | $3,105 | $4,637-33.0% | $3,961-21.6% | $6,507-52.3% |
| Admin fee / account holder | $20 | $6,559-99.7% | $5,028-99.6% | $12,624-99.8% |