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 | $28,852 | $210,648-86.3% | $177,989-83.8% | $145,922-80.2% |
| Participation rate | 42.9% | 80.8%-37.9pp | 77.1%-34.2pp | 80.3%-37.4pp |
| Annual return | 43.59% | 385.86%-342.3pp | 294.48%-250.9pp | 561.29%-517.7pp |
| Employer contribution / active EE | $1,877 | $4,565-58.9% | $3,949-52.5% | $4,660-59.7% |
| Participant deferral / active EE | $2,481 | $6,958-64.3% | $6,276-60.5% | $6,688-62.9% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |