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 | $23,078 | $105,998-78.2% | $92,233-75.0% | $147,584-84.4% |
| Participation rate | 63.6% | 80.4%-16.8pp | 76.5%-12.8pp | 82.8%-19.2pp |
| Annual return | 54.06% | 50.05%+4.0pp | 176.28%-122.2pp | 578.55%-524.5pp |
| Employer contribution / active EE | $1,532 | $4,333-64.6% | $3,679-58.4% | $4,876-68.6% |
| Participant deferral / active EE | $8,713 | $4,478+94.6% | $3,897+123.6% | $5,439+60.2% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |