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 | $82,184 | $105,998-22.5% | $92,233-10.9% | $147,584-44.3% |
| Participation rate | 63.2% | 80.4%-17.3pp | 76.5%-13.3pp | 82.8%-19.7pp |
| Annual return | 26.72% | 50.05%-23.3pp | 176.28%-149.6pp | 578.55%-551.8pp |
| Employer contribution / active EE | $1,555 | $4,333-64.1% | $3,679-57.7% | $4,876-68.1% |
| Participant deferral / active EE | $2,605 | $4,478-41.8% | $3,897-33.2% | $5,439-52.1% |
| Admin fee / account holder | $23 | $6,332-99.6% | $5,194-99.6% | $10,885-99.8% |