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 3-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 | $50,370 | $70,606-28.7% | $53,898-6.5% | $142,382-64.6% |
| Participation rate | 29.4% | 63.7%-34.3pp | 55.0%-25.5pp | 80.1%-50.7pp |
| Annual return | 23.16% | 619.81%-596.7pp | 528.60%-505.4pp | 217.08%-193.9pp |
| Employer contribution / active EE | $1,672 | $1,202+39.1% | $932+79.3% | $4,299-61.1% |
| Participant deferral / active EE | $2,651 | $2,364+12.1% | $1,826+45.1% | $6,507-59.3% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |