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 | $62,782 | $96,635-35.0% | $86,612-27.5% | $139,434-55.0% |
| Participation rate | 56.3% | 74.4%-18.2pp | 71.7%-15.4pp | 80.3%-24.1pp |
| Annual return | 26.63% | 106.41%-79.8pp | 591.07%-564.4pp | 372.94%-346.3pp |
| Employer contribution / active EE | $922 | $3,263-71.8% | $3,022-69.5% | $4,751-80.6% |
| Participant deferral / active EE | $1,136 | $4,836-76.5% | $4,438-74.4% | $6,710-83.1% |
| Admin fee / account holder | $7 | $6,408-99.9% | $5,614-99.9% | $11,403-99.9% |