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 | $122,517 | $100,852+21.5% | $90,404+35.5% | $158,922-22.9% |
| Participation rate | 44.4% | 75.0%-30.6pp | 72.7%-28.2pp | 82.0%-37.5pp |
| Annual return | 27.10% | 1724.20%-1697.1pp | 1293.02%-1265.9pp | 302.83%-275.7pp |
| Employer contribution / active EE | $503 | $3,689-86.4% | $3,262-84.6% | $4,761-89.4% |
| Participant deferral / active EE | $3,039 | $4,348-30.1% | $3,963-23.3% | $5,982-49.2% |
| Admin fee / account holder | $141 | $6,501-97.8% | $5,611-97.5% | $11,246-98.7% |