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 | $74,266 | $99,020-25.0% | $86,590-14.2% | $147,584-49.7% |
| Participation rate | 64.3% | 76.3%-12.1pp | 73.5%-9.3pp | 82.8%-18.5pp |
| Annual return | 15.04% | 1312.34%-1297.3pp | 964.84%-949.8pp | 578.55%-563.5pp |
| Employer contribution / active EE | $1,613 | $3,132-48.5% | $2,839-43.2% | $4,876-66.9% |
| Participant deferral / active EE | $4,585 | $3,972+15.4% | $3,609+27.1% | $5,439-15.7% |
| Admin fee / account holder | $221 | $5,710-96.1% | $4,906-95.5% | $10,885-98.0% |