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 | $117,375 | $111,724+5.1% | $93,606+25.4% | $145,922-19.6% |
| Participation rate | 20.0% | 74.2%-54.2pp | 68.7%-48.7pp | 80.3%-60.3pp |
| Annual return | 19.61% | 202.98%-183.4pp | 133.20%-113.6pp | 561.29%-541.7pp |
| Employer contribution / active EE | $679 | $3,090-78.0% | $2,420-71.9% | $4,660-85.4% |
| Participant deferral / active EE | $4,600 | $4,912-6.3% | $4,411+4.3% | $6,688-31.2% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |