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 | $16,756 | $156,846-89.3% | $121,098-86.2% | $139,434-88.0% |
| Participation rate | 46.2% | 76.4%-30.3pp | 69.5%-23.3pp | 80.3%-34.2pp |
| Annual return | 31.09% | 1474.56%-1443.5pp | 985.75%-954.7pp | 372.94%-341.9pp |
| Employer contribution / active EE | $799 | $5,536-85.6% | $4,164-80.8% | $4,751-83.2% |
| Participant deferral / active EE | $996 | $4,844-79.4% | $4,080-75.6% | $6,710-85.2% |
| Admin fee / account holder | $61 | $6,946-99.1% | $5,644-98.9% | $11,403-99.5% |