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 3-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 | $61,926 | $149,040-58.5% | $120,225-48.5% | $137,256-54.9% |
| Participation rate | 50.0% | 75.4%-25.4pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 21.77% | 605.68%-583.9pp | 439.23%-417.5pp | 220.34%-198.6pp |
| Employer contribution / active EE | $6,841 | $4,350+57.3% | $3,475+96.8% | $4,156+64.6% |
| Participant deferral / active EE | $30,018 | $4,655+544.9% | $3,999+650.7% | $6,407+368.5% |
| Admin fee / account holder | $40 | $6,348-99.4% | $5,696-99.3% | $12,270-99.7% |