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 | $120,817 | $99,020+22.0% | $86,590+39.5% | $147,584-18.1% |
| Participation rate | 42.9% | 76.3%-33.5pp | 73.5%-30.7pp | 82.8%-40.0pp |
| Annual return | 10.57% | 1312.34%-1301.8pp | 964.84%-954.3pp | 578.55%-568.0pp |
| Employer contribution / active EE | $254 | $3,132-91.9% | $2,839-91.1% | $4,876-94.8% |
| Participant deferral / active EE | $2,085 | $3,972-47.5% | $3,609-42.2% | $5,439-61.7% |
| Admin fee / account holder | $23 | $5,710-99.6% | $4,906-99.5% | $10,885-99.8% |