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 | $78,757 | $70,756+11.3% | $65,493+20.3% | $142,382-44.7% |
| Participation rate | 58.3% | 77.4%-19.0pp | 73.1%-14.8pp | 80.1%-21.8pp |
| Annual return | 20.86% | 1754.89%-1734.0pp | 982.45%-961.6pp | 217.08%-196.2pp |
| Employer contribution / active EE | $1,607 | $2,881-44.2% | $2,574-37.6% | $4,299-62.6% |
| Participant deferral / active EE | $4,488 | $4,637-3.2% | $3,961+13.3% | $6,507-31.0% |
| Admin fee / account holder | $18 | $6,559-99.7% | $5,028-99.6% | $12,624-99.9% |