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 | $33,460 | $73,515-54.5% | $62,995-46.9% | $147,584-77.3% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.8%-14.8pp | 82.8%-22.8pp |
| Annual return | 22.15% | 175.43%-153.3pp | 87.57%-65.4pp | 578.55%-556.4pp |
| Employer contribution / active EE | $2,498 | $3,320-24.8% | $2,759-9.5% | $4,876-48.8% |
| Participant deferral / active EE | $6,372 | $4,185+52.3% | $3,329+91.4% | $5,439+17.2% |
| Admin fee / account holder | $9 | $5,953-99.9% | $3,600-99.8% | $10,885-99.9% |