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 9-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 | $23,510 | $88,751-73.5% | $81,812-71.3% | $145,922-83.9% |
| Participation rate | 47.8% | 75.0%-27.2pp | 72.3%-24.5pp | 80.3%-32.5pp |
| Annual return | 16.11% | 1025.40%-1009.3pp | 773.79%-757.7pp | 561.29%-545.2pp |
| Employer contribution / active EE | $402 | $3,083-87.0% | $2,912-86.2% | $4,660-91.4% |
| Participant deferral / active EE | $1,647 | $4,643-64.5% | $4,319-61.9% | $6,688-75.4% |
| Admin fee / account holder | $195 | $8,415-97.7% | $7,386-97.4% | $13,397-98.5% |