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 | $56,469 | $88,751-36.4% | $81,812-31.0% | $145,922-61.3% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.3%-32.3pp | 80.3%-40.3pp |
| Annual return | 25.98% | 1025.40%-999.4pp | 773.79%-747.8pp | 561.29%-535.3pp |
| Employer contribution / active EE | $1,312 | $3,083-57.5% | $2,912-55.0% | $4,660-71.8% |
| Participant deferral / active EE | $1,786 | $4,643-61.5% | $4,319-58.6% | $6,688-73.3% |
| Admin fee / account holder | $138 | $8,415-98.4% | $7,386-98.1% | $13,397-99.0% |