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 | $91,218 | $99,020-7.9% | $86,590+5.3% | $147,584-38.2% |
| Participation rate | 16.7% | 76.3%-59.7pp | 73.5%-56.9pp | 82.8%-66.2pp |
| Annual return | 19.50% | 1312.34%-1292.8pp | 964.84%-945.3pp | 578.55%-559.0pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $718 | $3,972-81.9% | $3,609-80.1% | $5,439-86.8% |
| Admin fee / account holder | $69 | $5,710-98.8% | $4,906-98.6% | $10,885-99.4% |