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 | $239,992 | $210,648+13.9% | $177,989+34.8% | $145,922+64.5% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 13.76% | 385.86%-372.1pp | 294.48%-280.7pp | 561.29%-547.5pp |
| Employer contribution / active EE | $1,462 | $4,565-68.0% | $3,949-63.0% | $4,660-68.6% |
| Participant deferral / active EE | $11,588 | $6,958+66.5% | $6,276+84.6% | $6,688+73.3% |
| Admin fee / account holder | $120 | $12,013-99.0% | $10,363-98.8% | $13,397-99.1% |