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 | $142,473 | $209,832-32.1% | $189,513-24.8% | $167,490-14.9% |
| Participation rate | 50.0% | 88.7%-38.7pp | 87.8%-37.8pp | 82.1%-32.1pp |
| Annual return | 22.79% | 748.27%-725.5pp | 555.15%-532.4pp | 478.56%-455.8pp |
| Employer contribution / active EE | $2,500 | $6,914-63.8% | $6,162-59.4% | $4,837-48.3% |
| Participant deferral / active EE | $26,000 | $8,935+191.0% | $8,221+216.3% | $6,341+310.0% |
| Admin fee / account holder | $88 | $14,293-99.4% | $12,045-99.3% | $12,309-99.3% |