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 | $110,416 | $60,124+83.6% | $90,404+22.1% | $79,858+38.3% |
| Participation rate | 8.2% | 65.0%-56.7pp | 72.7%-64.4pp | 69.6%-61.4pp |
| Annual return | 35.23% | 71.94%-36.7pp | 1293.02%-1257.8pp | 31.71%+3.5pp |
| Employer contribution / active EE | $272 | $2,068-86.8% | $3,262-91.7% | $2,471-89.0% |
| Participant deferral / active EE | $848 | $2,938-71.1% | $3,963-78.6% | $3,740-77.3% |
| Admin fee / account holder | $5 | $3,976-99.9% | $5,611-99.9% | $5,306-99.9% |