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 7-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 | $93,892 | $65,365+43.6% | $92,893+1.1% | $72,985+28.6% |
| Participation rate | 37.5% | 68.3%-30.8pp | 76.0%-38.5pp | 69.5%-32.0pp |
| Annual return | 75.57% | 42.10%+33.5pp | 109.41%-33.8pp | 81.00%-5.4pp |
| Employer contribution / active EE | $947 | $2,594-63.5% | $3,653-74.1% | $2,440-61.2% |
| Participant deferral / active EE | $1,431 | $3,128-54.2% | $4,236-66.2% | $3,607-60.3% |
| Admin fee / account holder | $15 | $4,251-99.7% | $5,794-99.7% | $5,124-99.7% |