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 | $39,559 | $108,642-63.6% | $74,701-47.0% | $152,861-74.1% |
| Participation rate | 23.8% | 65.3%-41.5pp | 54.5%-30.7pp | 82.4%-58.6pp |
| Annual return | 58.78% | 114.06%-55.3pp | 752.92%-694.1pp | 345.32%-286.5pp |
| Employer contribution / active EE | $395 | $1,503-73.7% | $1,084-63.6% | $4,762-91.7% |
| Participant deferral / active EE | $946 | $2,712-65.1% | $1,964-51.8% | $5,850-83.8% |
| Admin fee / account holder | $103 | $4,902-97.9% | $3,333-96.9% | $11,596-99.1% |