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 | $62,123 | $202,432-69.3% | $169,368-63.3% | $139,434-55.4% |
| Participation rate | 37.5% | 81.1%-43.6pp | 77.1%-39.6pp | 80.3%-42.8pp |
| Annual return | 795.04% | 531.74%+263.3pp | 405.60%+389.4pp | 372.94%+422.1pp |
| Employer contribution / active EE | $1,022 | $4,692-78.2% | $4,013-74.5% | $4,751-78.5% |
| Participant deferral / active EE | $5,096 | $6,938-26.5% | $6,221-18.1% | $6,710-24.1% |
| Admin fee / account holder | $72 | $10,708-99.3% | $9,003-99.2% | $11,403-99.4% |