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 | $54,489 | $105,998-48.6% | $92,233-40.9% | $147,584-63.1% |
| Participation rate | 42.9% | 80.4%-37.6pp | 76.5%-33.6pp | 82.8%-40.0pp |
| Annual return | 21.59% | 50.05%-28.5pp | 176.28%-154.7pp | 578.55%-557.0pp |
| Employer contribution / active EE | $2,709 | $4,333-37.5% | $3,679-26.4% | $4,876-44.4% |
| Participant deferral / active EE | $5,404 | $4,478+20.7% | $3,897+38.7% | $5,439-0.6% |
| Admin fee / account holder | $42 | $6,332-99.3% | $5,194-99.2% | $10,885-99.6% |