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 | $158,219 | $158,398-0.1% | $126,539+25.0% | $142,382+11.1% |
| Participation rate | 50.0% | 75.8%-25.8pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 408.52% | 593.76%-185.2pp | 425.95%-17.4pp | 217.08%+191.4pp |
| Employer contribution / active EE | $1,020 | $4,650-78.1% | $3,674-72.2% | $4,299-76.3% |
| Participant deferral / active EE | $1,154 | $4,767-75.8% | $4,083-71.7% | $6,507-82.3% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |