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 9-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 | $52,698 | $57,281-8.0% | $86,612-39.2% | $75,163-29.9% |
| Participation rate | 56.6% | 63.2%-6.6pp | 71.7%-15.1pp | 67.2%-10.6pp |
| Annual return | 18.00% | 2670.75%-2652.8pp | 591.07%-573.1pp | 160.62%-142.6pp |
| Employer contribution / active EE | $1,440 | $2,314-37.8% | $3,022-52.4% | $2,670-46.1% |
| Participant deferral / active EE | $4,028 | $3,318+21.4% | $4,438-9.2% | $4,125-2.3% |
| Admin fee / account holder | $271 | $4,112-93.4% | $5,614-95.2% | $5,651-95.2% |