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 | $81,439 | $76,738+6.1% | $56,411+44.4% | $145,922-44.2% |
| Participation rate | 21.7% | 63.2%-41.5pp | 52.5%-30.7pp | 80.3%-58.5pp |
| Annual return | 12.57% | 2994.23%-2981.7pp | 1701.33%-1688.8pp | 561.29%-548.7pp |
| Employer contribution / active EE | $226 | $1,380-83.6% | $1,039-78.2% | $4,660-95.1% |
| Participant deferral / active EE | $1,075 | $2,623-59.0% | $1,952-44.9% | $6,688-83.9% |
| Admin fee / account holder | $223 | $3,334-93.3% | $2,829-92.1% | $13,397-98.3% |