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 | $64,768 | $88,751-27.0% | $81,812-20.8% | $145,922-55.6% |
| Participation rate | 30.0% | 75.0%-45.0pp | 72.3%-42.3pp | 80.3%-50.3pp |
| Annual return | 18.51% | 1025.40%-1006.9pp | 773.79%-755.3pp | 561.29%-542.8pp |
| Employer contribution / active EE | $791 | $3,083-74.3% | $2,912-72.8% | $4,660-83.0% |
| Participant deferral / active EE | $951 | $4,643-79.5% | $4,319-78.0% | $6,688-85.8% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |