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 | $58,810 | $102,317-42.5% | $146,958-60.0% | $80,856-27.3% |
| Participation rate | 62.1% | 75.8%-13.8pp | 82.2%-20.1pp | 67.6%-5.6pp |
| Annual return | 13.46% | 134.76%-121.3pp | 418.34%-404.9pp | 35.59%-22.1pp |
| Employer contribution / active EE | $2,080 | $3,713-44.0% | $4,933-57.8% | $2,755-24.5% |
| Participant deferral / active EE | $5,977 | $6,644-10.0% | $8,070-25.9% | $4,296+39.1% |
| Admin fee / account holder | $2 | $7,941-100.0% | $12,998-100.0% | $6,918-100.0% |