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 | $214,217 | $108,912+96.7% | $100,383+113.4% | $145,959+46.8% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 12.89% | 57.96%-45.1pp | 49.26%-36.4pp | 561.95%-549.1pp |
| Employer contribution / active EE | $35,000 | $4,423+691.4% | $3,944+787.5% | $4,661+650.9% |
| Participant deferral / active EE | $30,500 | $8,451+260.9% | $8,086+277.2% | $6,689+356.0% |
| Admin fee / account holder | $72 | $9,690-99.3% | $7,900-99.1% | $13,398-99.5% |