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 | $100,955 | $60,124+67.9% | $90,404+11.7% | $79,858+26.4% |
| Participation rate | 48.1% | 65.0%-16.8pp | 72.7%-24.5pp | 69.6%-21.5pp |
| Annual return | 17.94% | 71.94%-54.0pp | 1293.02%-1275.1pp | 31.71%-13.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $798 | $2,938-72.8% | $3,963-79.9% | $3,740-78.7% |
| Admin fee / account holder | $35 | $3,976-99.1% | $5,611-99.4% | $5,306-99.3% |