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 | $39,448 | $96,305-59.0% | $80,569-51.0% | $139,434-71.7% |
| Participation rate | 25.0% | 73.6%-48.6pp | 67.0%-42.0pp | 80.3%-55.3pp |
| Annual return | 20.89% | 1350.08%-1329.2pp | 935.43%-914.5pp | 372.94%-352.1pp |
| Employer contribution / active EE | $537 | $3,262-83.5% | $2,723-80.3% | $4,751-88.7% |
| Participant deferral / active EE | $1,075 | $5,232-79.5% | $4,447-75.8% | $6,710-84.0% |
| Admin fee / account holder | $5 | $6,599-99.9% | $5,377-99.9% | $11,403-100.0% |