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 | $114,761 | $124,185-7.6% | $108,410+5.9% | $167,490-31.5% |
| Participation rate | 41.2% | 82.3%-41.1pp | 80.1%-39.0pp | 82.1%-40.9pp |
| Annual return | 15.26% | 1379.64%-1364.4pp | 905.27%-890.0pp | 478.56%-463.3pp |
| Employer contribution / active EE | $1,038 | $4,187-75.2% | $3,558-70.8% | $4,837-78.5% |
| Participant deferral / active EE | $2,507 | $6,908-63.7% | $6,563-61.8% | $6,341-60.5% |
| Admin fee / account holder | $22 | $9,455-99.8% | $7,295-99.7% | $12,309-99.8% |