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 | $79,474 | $108,642-26.8% | $74,701+6.4% | $152,861-48.0% |
| Participation rate | 63.6% | 65.3%-1.7pp | 54.5%+9.2pp | 82.4%-18.8pp |
| Annual return | 38.53% | 114.06%-75.5pp | 752.92%-714.4pp | 345.32%-306.8pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $1,084-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $1,964-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |