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 | $53,117 | $99,020-46.4% | $86,590-38.7% | $147,584-64.0% |
| Participation rate | 55.6% | 76.3%-20.8pp | 73.5%-18.0pp | 82.8%-27.3pp |
| Annual return | 17.69% | 1312.34%-1294.6pp | 964.84%-947.2pp | 578.55%-560.9pp |
| Employer contribution / active EE | $1,391 | $3,132-55.6% | $2,839-51.0% | $4,876-71.5% |
| Participant deferral / active EE | $4,013 | $3,972+1.0% | $3,609+11.2% | $5,439-26.2% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |