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 | $115,959 | $156,846-26.1% | $121,098-4.2% | $139,434-16.8% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 19.54% | 1474.56%-1455.0pp | 985.75%-966.2pp | 372.94%-353.4pp |
| Employer contribution / active EE | $1,534 | $5,536-72.3% | $4,164-63.2% | $4,751-67.7% |
| Participant deferral / active EE | $6,158 | $4,844+27.1% | $4,080+50.9% | $6,710-8.2% |
| Admin fee / account holder | $30 | $6,946-99.6% | $5,644-99.5% | $11,403-99.7% |