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 | $85,896 | $99,020-13.3% | $86,590-0.8% | $147,584-41.8% |
| Participation rate | 60.0% | 76.3%-16.3pp | 73.5%-13.5pp | 82.8%-22.8pp |
| Annual return | 22.02% | 1312.34%-1290.3pp | 964.84%-942.8pp | 578.55%-556.5pp |
| Employer contribution / active EE | $2,946 | $3,132-5.9% | $2,839+3.7% | $4,876-39.6% |
| Participant deferral / active EE | $6,348 | $3,972+59.8% | $3,609+75.9% | $5,439+16.7% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |