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 4-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 | $107,601 | $175,202-38.6% | $149,673-28.1% | $139,434-22.8% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 23.41% | 166.71%-143.3pp | 134.42%-111.0pp | 372.94%-349.5pp |
| Employer contribution / active EE | $3,400 | $5,474-37.9% | $4,818-29.4% | $4,751-28.4% |
| Participant deferral / active EE | $8,840 | $6,519+35.6% | $5,680+55.6% | $6,710+31.7% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |