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 | $38,004 | $105,998-64.1% | $92,233-58.8% | $147,584-74.2% |
| Participation rate | 60.0% | 80.4%-20.4pp | 76.5%-16.5pp | 82.8%-22.8pp |
| Annual return | 20.53% | 50.05%-29.5pp | 176.28%-155.7pp | 578.55%-558.0pp |
| Employer contribution / active EE | $1,715 | $4,333-60.4% | $3,679-53.4% | $4,876-64.8% |
| Participant deferral / active EE | $2,572 | $4,478-42.6% | $3,897-34.0% | $5,439-52.7% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |