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 | $52,800 | $144,119-63.4% | $117,854-55.2% | $147,584-64.2% |
| Participation rate | 61.5% | 83.4%-21.9pp | 79.7%-18.1pp | 82.8%-21.3pp |
| Annual return | 188.17% | 531.15%-343.0pp | 335.08%-146.9pp | 578.55%-390.4pp |
| Employer contribution / active EE | $3,351 | $4,896-31.6% | $3,786-11.5% | $4,876-31.3% |
| Participant deferral / active EE | $8,336 | $5,316+56.8% | $4,482+86.0% | $5,439+53.3% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |