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 | $53,742 | $57,281-6.2% | $86,612-38.0% | $75,163-28.5% |
| Participation rate | 65.8% | 63.2%+2.6pp | 71.7%-5.9pp | 67.2%-1.4pp |
| Annual return | 17.42% | 2670.75%-2653.3pp | 591.07%-573.7pp | 160.62%-143.2pp |
| Employer contribution / active EE | $1,166 | $2,314-49.6% | $3,022-61.4% | $2,670-56.3% |
| Participant deferral / active EE | $2,344 | $3,318-29.3% | $4,438-47.2% | $4,125-43.2% |
| Admin fee / account holder | $11 | $4,112-99.7% | $5,614-99.8% | $5,651-99.8% |