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 | $203,094 | $108,919+86.5% | $100,391+102.3% | $145,922+39.2% |
| Participation rate | 42.9% | 82.9%-40.1pp | 81.5%-38.6pp | 80.3%-37.4pp |
| Annual return | 14.90% | 57.88%-43.0pp | 49.20%-34.3pp | 561.29%-546.4pp |
| Employer contribution / active EE | $763 | $4,419-82.7% | $3,942-80.6% | $4,660-83.6% |
| Participant deferral / active EE | $6,707 | $8,445-20.6% | $8,082-17.0% | $6,688+0.3% |
| Admin fee / account holder | $5 | $9,689-99.9% | $7,899-99.9% | $13,397-100.0% |