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 5-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 | $175,602 | $117,841+49.0% | $102,423+71.4% | $145,922+20.3% |
| Participation rate | 41.7% | 78.6%-36.9pp | 76.5%-34.8pp | 80.3%-38.6pp |
| Annual return | 39.25% | 31.65%+7.6pp | 29.32%+9.9pp | 561.29%-522.0pp |
| Employer contribution / active EE | $935 | $3,615-74.1% | $3,023-69.1% | $4,660-79.9% |
| Participant deferral / active EE | $4,110 | $5,731-28.3% | $5,053-18.7% | $6,688-38.5% |
| Admin fee / account holder | $139 | $13,326-99.0% | $9,451-98.5% | $13,397-99.0% |