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 10-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 | $150,776 | $158,398-4.8% | $126,539+19.2% | $142,382+5.9% |
| Participation rate | 66.7% | 75.8%-9.1pp | 69.8%-3.2pp | 80.1%-13.5pp |
| Annual return | 15.92% | 593.76%-577.8pp | 425.95%-410.0pp | 217.08%-201.2pp |
| Employer contribution / active EE | $3,085 | $4,650-33.7% | $3,674-16.0% | $4,299-28.3% |
| Participant deferral / active EE | $7,629 | $4,767+60.0% | $4,083+86.9% | $6,507+17.2% |
| Admin fee / account holder | $24 | $6,918-99.7% | $6,065-99.6% | $12,624-99.8% |