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 | $51,025 | $99,020-48.5% | $86,590-41.1% | $147,584-65.4% |
| Participation rate | 41.7% | 76.3%-34.7pp | 73.5%-31.9pp | 82.8%-41.2pp |
| Annual return | 23.04% | 1312.34%-1289.3pp | 964.84%-941.8pp | 578.55%-555.5pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,859 | $3,972-2.9% | $3,609+6.9% | $5,439-29.1% |
| Admin fee / account holder | $131 | $5,710-97.7% | $4,906-97.3% | $10,885-98.8% |