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 | $55,731 | $34,934+59.5% | $56,411-1.2% | $74,495-25.2% |
| Participation rate | 15.4% | 32.8%-17.4pp | 52.5%-37.1pp | 67.2%-51.8pp |
| Annual return | 13.90% | 25.94%-12.0pp | 1701.33%-1687.4pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $218 | $609-64.1% | $1,039-79.0% | $2,623-91.7% |
| Participant deferral / active EE | $827 | $1,170-29.3% | $1,952-57.6% | $4,346-81.0% |
| Admin fee / account holder | $7 | $2,364-99.7% | $2,829-99.8% | $1,942-99.6% |