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 | $63,978 | $53,127+20.4% | $86,590-26.1% | $70,131-8.8% |
| Participation rate | 48.4% | 65.3%-16.9pp | 73.5%-25.2pp | 69.5%-21.2pp |
| Annual return | 76.04% | 27.66%+48.4pp | 964.84%-888.8pp | 73.14%+2.9pp |
| Employer contribution / active EE | $1,336 | $2,068-35.4% | $2,839-53.0% | $2,342-43.0% |
| Participant deferral / active EE | $2,884 | $2,696+7.0% | $3,609-20.1% | $3,332-13.4% |
| Admin fee / account holder | $8 | $3,585-99.8% | $4,906-99.8% | $4,645-99.8% |