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 | $10,962 | $88,751-87.6% | $81,812-86.6% | $145,922-92.5% |
| Participation rate | 16.7% | 75.0%-58.4pp | 72.3%-55.7pp | 80.3%-63.6pp |
| Annual return | 15.34% | 1025.40%-1010.1pp | 773.79%-758.5pp | 561.29%-545.9pp |
| Employer contribution / active EE | $790 | $3,083-74.4% | $2,912-72.9% | $4,660-83.1% |
| Participant deferral / active EE | $1,136 | $4,643-75.5% | $4,319-73.7% | $6,688-83.0% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |