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 | $25,977 | $105,998-75.5% | $92,233-71.8% | $147,584-82.4% |
| Participation rate | 36.4% | 80.4%-44.0pp | 76.5%-40.1pp | 82.8%-46.5pp |
| Annual return | 29.57% | 50.05%-20.5pp | 176.28%-146.7pp | 578.55%-549.0pp |
| Employer contribution / active EE | $1,928 | $4,333-55.5% | $3,679-47.6% | $4,876-60.5% |
| Participant deferral / active EE | $3,987 | $4,478-11.0% | $3,897+2.3% | $5,439-26.7% |
| Admin fee / account holder | $81 | $6,332-98.7% | $5,194-98.4% | $10,885-99.3% |