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 | $30,271 | $73,515-58.8% | $62,995-51.9% | $147,584-79.5% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.8%-14.8pp | 82.8%-22.8pp |
| Annual return | 42.29% | 175.43%-133.1pp | 87.57%-45.3pp | 578.55%-536.3pp |
| Employer contribution / active EE | $3,020 | $3,320-9.0% | $2,759+9.5% | $4,876-38.1% |
| Participant deferral / active EE | $8,127 | $4,185+94.2% | $3,329+144.1% | $5,439+49.4% |
| Admin fee / account holder | $3 | $5,953-99.9% | $3,600-99.9% | $10,885-100.0% |