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 9-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 | $156,643 | $165,335-5.3% | $149,696+4.6% | $158,922-1.4% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 19.86% | 348.15%-328.3pp | 276.60%-256.7pp | 302.83%-283.0pp |
| Employer contribution / active EE | $2,497 | $5,103-51.1% | $4,644-46.2% | $4,761-47.6% |
| Participant deferral / active EE | $3,800 | $7,181-47.1% | $6,842-44.5% | $5,982-36.5% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |