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 3-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 | $24,146 | $117,841-79.5% | $102,423-76.4% | $145,922-83.5% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 702.99% | 31.65%+671.3pp | 29.32%+673.7pp | 561.29%+141.7pp |
| Employer contribution / active EE | $3,026 | $3,615-16.3% | $3,023+0.1% | $4,660-35.1% |
| Participant deferral / active EE | $4,906 | $5,731-14.4% | $5,053-2.9% | $6,688-26.6% |
| Admin fee / account holder | $124 | $13,326-99.1% | $9,451-98.7% | $13,397-99.1% |