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 | $40,583 | $108,642-62.6% | $74,701-45.7% | $152,861-73.5% |
| Participation rate | 60.0% | 65.3%-5.3pp | 54.5%+5.5pp | 82.4%-22.4pp |
| Annual return | 20.55% | 114.06%-93.5pp | 752.92%-732.4pp | 345.32%-324.8pp |
| Employer contribution / active EE | $458 | $1,503-69.5% | $1,084-57.7% | $4,762-90.4% |
| Participant deferral / active EE | $1,016 | $2,712-62.6% | $1,964-48.3% | $5,850-82.6% |
| Admin fee / account holder | $18 | $4,902-99.6% | $3,333-99.5% | $11,596-99.8% |