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 | $83,031 | $90,600-8.4% | $79,464+4.5% | $135,375-38.7% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 82.6%-49.3pp |
| Annual return | 49.16% | 977.43%-928.3pp | 718.14%-669.0pp | 519.73%-470.6pp |
| Employer contribution / active EE | $424 | $3,068-86.2% | $2,800-84.8% | $4,779-91.1% |
| Participant deferral / active EE | $1,768 | $4,050-56.3% | $3,704-52.3% | $5,609-68.5% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |