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 | $85,755 | $34,932+145.5% | $56,441+51.9% | $74,546+15.0% |
| Participation rate | 16.3% | 32.9%-16.5pp | 52.5%-36.2pp | 67.2%-50.9pp |
| Annual return | 17.65% | 24.90%-7.2pp | 1704.21%-1686.6pp | 1366.03%-1348.4pp |
| Employer contribution / active EE | $265 | $608-56.4% | $1,039-74.5% | $2,624-89.9% |
| Participant deferral / active EE | $288 | $1,173-75.4% | $1,953-85.2% | $4,347-93.4% |
| Admin fee / account holder | $145 | $2,359-93.9% | $2,829-94.9% | $1,944-92.6% |