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 | $30,736 | $49,922-38.4% | $80,569-61.9% | $75,163-59.1% |
| Participation rate | 66.7% | 55.3%+11.4pp | 67.0%-0.3pp | 67.2%-0.5pp |
| Annual return | 25.97% | 34.69%-8.7pp | 935.43%-909.5pp | 160.62%-134.7pp |
| Employer contribution / active EE | $3,669 | $1,698+116.1% | $2,723+34.7% | $2,670+37.4% |
| Participant deferral / active EE | $0 | $2,990-100.0% | $4,447-100.0% | $4,125-100.0% |
| Admin fee / account holder | $75 | $3,577-97.9% | $5,377-98.6% | $5,651-98.7% |