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 | $121,521 | $100,852+20.5% | $90,404+34.4% | $158,922-23.5% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.7%-32.7pp | 82.0%-42.0pp |
| Annual return | 10.25% | 1724.20%-1714.0pp | 1293.02%-1282.8pp | 302.83%-292.6pp |
| Employer contribution / active EE | $1,116 | $3,689-69.7% | $3,262-65.8% | $4,761-76.6% |
| Participant deferral / active EE | $5,167 | $4,348+18.8% | $3,963+30.4% | $5,982-13.6% |
| Admin fee / account holder | $12 | $6,501-99.8% | $5,611-99.8% | $11,246-99.9% |