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 | $10,151 | $76,738-86.8% | $56,411-82.0% | $145,922-93.0% |
| Participation rate | 66.7% | 63.2%+3.5pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | 10.23% | 2994.23%-2984.0pp | 1701.33%-1691.1pp | 561.29%-551.1pp |
| Employer contribution / active EE | $672 | $1,380-51.3% | $1,039-35.3% | $4,660-85.6% |
| Participant deferral / active EE | $936 | $2,623-64.3% | $1,952-52.0% | $6,688-86.0% |
| Admin fee / account holder | $65 | $3,334-98.1% | $2,829-97.7% | $13,397-99.5% |