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 9-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 | $57,079 | $49,173+16.1% | $121,098-52.9% | $75,163-24.1% |
| Participation rate | 11.5% | 55.4%-43.9pp | 69.5%-58.0pp | 67.2%-55.7pp |
| Annual return | 19.72% | 55.99%-36.3pp | 985.75%-966.0pp | 160.62%-140.9pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $809 | $2,628-69.2% | $4,080-80.2% | $4,125-80.4% |
| Admin fee / account holder | $48 | $3,942-98.8% | $5,644-99.1% | $5,651-99.1% |