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 | $78,717 | $72,071+9.2% | $68,368+15.1% | $137,256-42.6% |
| Participation rate | 13.3% | 76.2%-62.9pp | 73.8%-60.4pp | 80.0%-66.6pp |
| Annual return | 21.46% | 353.14%-331.7pp | 292.57%-271.1pp | 220.34%-198.9pp |
| Employer contribution / active EE | $681 | $2,788-75.6% | $2,649-74.3% | $4,156-83.6% |
| Participant deferral / active EE | $2,123 | $4,410-51.9% | $4,123-48.5% | $6,407-66.9% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |