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 3-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 | $125,678 | $27,915+350.2% | $58,482+114.9% | $75,163+67.2% |
| Participation rate | 12.0% | 38.8%-26.8pp | 50.9%-38.9pp | 67.2%-55.2pp |
| Annual return | 17.99% | 44.20%-26.2pp | 4239.32%-4221.3pp | 160.62%-142.6pp |
| Employer contribution / active EE | $516 | $669-22.9% | $1,053-51.0% | $2,670-80.7% |
| Participant deferral / active EE | $2,597 | $1,201+116.2% | $1,924+35.0% | $4,125-37.1% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,516-100.0% | $5,651-100.0% |