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 | $97,103 | $70,756+37.2% | $65,493+48.3% | $142,382-31.8% |
| Participation rate | 64.7% | 77.4%-12.7pp | 73.1%-8.4pp | 80.1%-15.4pp |
| Annual return | 14.47% | 1754.89%-1740.4pp | 982.45%-968.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $2,761 | $2,881-4.2% | $2,574+7.3% | $4,299-35.8% |
| Participant deferral / active EE | $4,405 | $4,637-5.0% | $3,961+11.2% | $6,507-32.3% |
| Admin fee / account holder | $165 | $6,559-97.5% | $5,028-96.7% | $12,624-98.7% |