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 | $136,112 | $108,642+25.3% | $74,701+82.2% | $152,861-11.0% |
| Participation rate | 30.0% | 65.3%-35.3pp | 54.5%-24.5pp | 82.4%-52.4pp |
| Annual return | 21.69% | 114.06%-92.4pp | 752.92%-731.2pp | 345.32%-323.6pp |
| Employer contribution / active EE | $513 | $1,503-65.9% | $1,084-52.7% | $4,762-89.2% |
| Participant deferral / active EE | $3,500 | $2,712+29.0% | $1,964+78.2% | $5,850-40.2% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |