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 | $201,027 | $74,888+168.4% | $71,209+182.3% | $142,382+41.2% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.1%-46.8pp |
| Annual return | 17.07% | 345.14%-328.1pp | 282.51%-265.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $587 | $2,854-79.4% | $2,721-78.4% | $4,299-86.4% |
| Participant deferral / active EE | $3,991 | $4,454-10.4% | $4,175-4.4% | $6,507-38.7% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |