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 | $38,528 | $105,998-63.7% | $92,233-58.2% | $147,584-73.9% |
| Participation rate | 57.1% | 80.4%-23.3pp | 76.5%-19.3pp | 82.8%-25.7pp |
| Annual return | 19.26% | 50.05%-30.8pp | 176.28%-157.0pp | 578.55%-559.3pp |
| Employer contribution / active EE | $2,894 | $4,333-33.2% | $3,679-21.3% | $4,876-40.6% |
| Participant deferral / active EE | $5,513 | $4,478+23.1% | $3,897+41.5% | $5,439+1.4% |
| Admin fee / account holder | $59 | $6,332-99.1% | $5,194-98.9% | $10,885-99.5% |