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 | $122,200 | $70,606+73.1% | $53,898+126.7% | $142,382-14.2% |
| Participation rate | 50.0% | 63.7%-13.7pp | 55.0%-5.0pp | 80.1%-30.1pp |
| Annual return | 17.39% | 619.81%-602.4pp | 528.60%-511.2pp | 217.08%-199.7pp |
| Employer contribution / active EE | $234 | $1,202-80.5% | $932-74.9% | $4,299-94.6% |
| Participant deferral / active EE | $972 | $2,364-58.9% | $1,826-46.8% | $6,507-85.1% |
| Admin fee / account holder | $24 | $2,852-99.2% | $2,491-99.0% | $12,624-99.8% |