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 | $84,712 | $88,710-4.5% | $81,783+3.6% | $145,959-42.0% |
| Participation rate | 16.7% | 75.0%-58.4pp | 72.4%-55.7pp | 80.3%-63.6pp |
| Annual return | 14.74% | 1027.26%-1012.5pp | 775.05%-760.3pp | 561.95%-547.2pp |
| Employer contribution / active EE | $512 | $3,083-83.4% | $2,913-82.4% | $4,661-89.0% |
| Participant deferral / active EE | $878 | $4,645-81.1% | $4,320-79.7% | $6,689-86.9% |
| Admin fee / account holder | $15 | $8,407-99.8% | $7,380-99.8% | $13,398-99.9% |