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 | $58,860 | $27,915+110.9% | $58,482+0.6% | $75,163-21.7% |
| Participation rate | 8.2% | 38.8%-30.7pp | 50.9%-42.7pp | 67.2%-59.0pp |
| Annual return | 19.06% | 44.20%-25.1pp | 4239.32%-4220.3pp | 160.62%-141.6pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $0 | $1,201-100.0% | $1,924-100.0% | $4,125-100.0% |
| Admin fee / account holder | $33 | $1,726-98.1% | $2,516-98.7% | $5,651-99.4% |