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 | $138,919 | $105,998+31.1% | $92,233+50.6% | $147,584-5.9% |
| Participation rate | 22.2% | 80.4%-58.2pp | 76.5%-54.3pp | 82.8%-60.6pp |
| Annual return | 14.04% | 50.05%-36.0pp | 176.28%-162.2pp | 578.55%-564.5pp |
| Employer contribution / active EE | $733 | $4,333-83.1% | $3,679-80.1% | $4,876-85.0% |
| Participant deferral / active EE | $4,667 | $4,478+4.2% | $3,897+19.8% | $5,439-14.2% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |