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 | $105,999 | $52,353+102.5% | $120,225-11.8% | $82,448+28.6% |
| Participation rate | 14.8% | 58.3%-43.6pp | 69.6%-54.8pp | 68.1%-53.3pp |
| Annual return | 14.07% | 61.85%-47.8pp | 439.23%-425.2pp | 41.64%-27.6pp |
| Employer contribution / active EE | $235 | $1,510-84.4% | $3,475-93.2% | $2,551-90.8% |
| Participant deferral / active EE | $853 | $2,627-67.5% | $3,999-78.7% | $4,139-79.4% |
| Admin fee / account holder | $45 | $4,363-99.0% | $5,696-99.2% | $7,234-99.4% |