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 3-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 | $62,024 | $88,751-30.1% | $81,812-24.2% | $145,922-57.5% |
| Participation rate | 28.6% | 75.0%-46.5pp | 72.3%-43.8pp | 80.3%-51.7pp |
| Annual return | 20.74% | 1025.40%-1004.7pp | 773.79%-753.1pp | 561.29%-540.5pp |
| Employer contribution / active EE | $1,343 | $3,083-56.4% | $2,912-53.9% | $4,660-71.2% |
| Participant deferral / active EE | $6,643 | $4,643+43.1% | $4,319+53.8% | $6,688-0.7% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |