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 | $117,751 | $99,020+18.9% | $86,590+36.0% | $147,584-20.2% |
| Participation rate | 30.0% | 76.3%-46.3pp | 73.5%-43.5pp | 82.8%-52.8pp |
| Annual return | 22.49% | 1312.34%-1289.8pp | 964.84%-942.4pp | 578.55%-556.1pp |
| Employer contribution / active EE | $640 | $3,132-79.6% | $2,839-77.4% | $4,876-86.9% |
| Participant deferral / active EE | $1,015 | $3,972-74.4% | $3,609-71.9% | $5,439-81.3% |
| Admin fee / account holder | $70 | $5,710-98.8% | $4,906-98.6% | $10,885-99.4% |