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 | $131,891 | $70,606+86.8% | $53,898+144.7% | $142,382-7.4% |
| Participation rate | 23.5% | 63.7%-40.2pp | 55.0%-31.4pp | 80.1%-56.6pp |
| Annual return | 10.27% | 619.81%-609.5pp | 528.60%-518.3pp | 217.08%-206.8pp |
| Employer contribution / active EE | $364 | $1,202-69.7% | $932-60.9% | $4,299-91.5% |
| Participant deferral / active EE | $876 | $2,364-63.0% | $1,826-52.0% | $6,507-86.5% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |