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 7-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 | $64,278 | $105,998-39.4% | $92,233-30.3% | $147,584-56.4% |
| Participation rate | 46.2% | 80.4%-34.3pp | 76.5%-30.3pp | 82.8%-36.7pp |
| Annual return | 25.14% | 50.05%-24.9pp | 176.28%-151.1pp | 578.55%-553.4pp |
| Employer contribution / active EE | $1,008 | $4,333-76.7% | $3,679-72.6% | $4,876-79.3% |
| Participant deferral / active EE | $2,673 | $4,478-40.3% | $3,897-31.4% | $5,439-50.8% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |