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 | $201,271 | $114,381+76.0% | $107,525+87.2% | $142,382+41.4% |
| Participation rate | 65.2% | 78.1%-12.9pp | 75.1%-9.9pp | 80.1%-14.9pp |
| Annual return | 44.17% | 242.71%-198.5pp | 181.32%-137.1pp | 217.08%-172.9pp |
| Employer contribution / active EE | $1,385 | $4,015-65.5% | $3,754-63.1% | $4,299-67.8% |
| Participant deferral / active EE | $2,729 | $5,564-50.9% | $5,116-46.6% | $6,507-58.1% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |