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 7-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 | $31,693 | $96,305-67.1% | $80,569-60.7% | $139,434-77.3% |
| Participation rate | 25.0% | 73.6%-48.6pp | 67.0%-42.0pp | 80.3%-55.3pp |
| Annual return | 23.97% | 1350.08%-1326.1pp | 935.43%-911.5pp | 372.94%-349.0pp |
| Employer contribution / active EE | $629 | $3,262-80.7% | $2,723-76.9% | $4,751-86.8% |
| Participant deferral / active EE | $1,218 | $5,232-76.7% | $4,447-72.6% | $6,710-81.9% |
| Admin fee / account holder | $13 | $6,599-99.8% | $5,377-99.8% | $11,403-99.9% |