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 | $112,692 | $97,757+15.3% | $83,848+34.4% | $135,375-16.8% |
| Participation rate | 37.5% | 80.0%-42.5pp | 76.1%-38.6pp | 82.6%-45.1pp |
| Annual return | -2.06% | 1287.37%-1289.4pp | 850.88%-852.9pp | 519.73%-521.8pp |
| Employer contribution / active EE | $3,099 | $4,222-26.6% | $3,631-14.6% | $4,779-35.1% |
| Participant deferral / active EE | $7,488 | $4,682+59.9% | $4,082+83.4% | $5,609+33.5% |
| Admin fee / account holder | $47 | $6,674-99.3% | $5,478-99.1% | $10,827-99.6% |