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 | $37,009 | $202,318-81.7% | $172,739-78.6% | $152,861-75.8% |
| Participation rate | 43.8% | 87.1%-43.3pp | 82.6%-38.9pp | 82.4%-38.7pp |
| Annual return | 30.95% | 1029.65%-998.7pp | 802.84%-771.9pp | 345.32%-314.4pp |
| Employer contribution / active EE | $1,379 | $5,856-76.5% | $5,143-73.2% | $4,762-71.0% |
| Participant deferral / active EE | $2,261 | $5,948-62.0% | $5,198-56.5% | $5,850-61.4% |
| Admin fee / account holder | $14 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |