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 | $127,815 | $110,261+15.9% | $95,745+33.5% | $139,434-8.3% |
| Participation rate | 57.1% | 75.8%-18.6pp | 72.3%-15.1pp | 80.3%-23.2pp |
| Annual return | 18.80% | 27.11%-8.3pp | 28.35%-9.6pp | 372.94%-354.1pp |
| Employer contribution / active EE | $1,722 | $3,257-47.1% | $2,835-39.2% | $4,751-63.7% |
| Participant deferral / active EE | $2,507 | $4,676-46.4% | $4,245-40.9% | $6,710-62.6% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |