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 | $81,083 | $70,606+14.8% | $53,898+50.4% | $142,382-43.1% |
| Participation rate | 34.8% | 63.7%-28.9pp | 55.0%-20.2pp | 80.1%-45.3pp |
| Annual return | 16.94% | 619.81%-602.9pp | 528.60%-511.7pp | 217.08%-200.1pp |
| Employer contribution / active EE | $567 | $1,202-52.8% | $932-39.1% | $4,299-86.8% |
| Participant deferral / active EE | $3,821 | $2,364+61.6% | $1,826+109.2% | $6,507-41.3% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |