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 | $118,794 | $102,604+15.8% | $86,188+37.8% | $139,434-14.8% |
| Participation rate | 44.4% | 74.5%-30.1pp | 69.0%-24.5pp | 80.3%-35.9pp |
| Annual return | 21.00% | 1922.51%-1901.5pp | 1168.45%-1147.4pp | 372.94%-351.9pp |
| Employer contribution / active EE | $586 | $3,032-80.7% | $2,380-75.4% | $4,751-87.7% |
| Participant deferral / active EE | $1,705 | $4,676-63.5% | $3,985-57.2% | $6,710-74.6% |
| Admin fee / account holder | $8 | $8,657-99.9% | $6,852-99.9% | $11,403-99.9% |