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 | $40,620 | $102,966-60.6% | $90,281-55.0% | $152,861-73.4% |
| Participation rate | 64.7% | 75.9%-11.2pp | 73.3%-8.6pp | 82.4%-17.7pp |
| Annual return | 414.84% | 95.16%+319.7pp | 78.10%+336.7pp | 345.32%+69.5pp |
| Employer contribution / active EE | $1,228 | $3,139-60.9% | $2,854-57.0% | $4,762-74.2% |
| Participant deferral / active EE | $3,734 | $4,281-12.8% | $3,885-3.9% | $5,850-36.2% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |