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 | $17,862 | $105,998-83.1% | $92,233-80.6% | $147,584-87.9% |
| Participation rate | 28.6% | 80.4%-51.8pp | 76.5%-47.9pp | 82.8%-54.3pp |
| Annual return | 29.42% | 50.05%-20.6pp | 176.28%-146.9pp | 578.55%-549.1pp |
| Employer contribution / active EE | $1,056 | $4,333-75.6% | $3,679-71.3% | $4,876-78.3% |
| Participant deferral / active EE | $1,509 | $4,478-66.3% | $3,897-61.3% | $5,439-72.3% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |