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 | $35,117 | $76,738-54.2% | $56,411-37.7% | $145,922-75.9% |
| Participation rate | 25.0% | 63.2%-38.2pp | 52.5%-27.5pp | 80.3%-55.3pp |
| Annual return | 33.00% | 2994.23%-2961.2pp | 1701.33%-1668.3pp | 561.29%-528.3pp |
| Employer contribution / active EE | $199 | $1,380-85.6% | $1,039-80.9% | $4,660-95.7% |
| Participant deferral / active EE | $392 | $2,623-85.1% | $1,952-79.9% | $6,688-94.1% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |