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 | $73,589 | $180,749-59.3% | $160,784-54.2% | $137,256-46.4% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 15.49% | 2234.46%-2219.0pp | 1803.92%-1788.4pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,142 | $4,155-72.5% | $3,733-69.4% | $4,156-72.5% |
| Participant deferral / active EE | $4,841 | $6,844-29.3% | $6,293-23.1% | $6,407-24.4% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |