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 | $24,659 | $53,127-53.6% | $86,590-71.5% | $70,131-64.8% |
| Participation rate | 32.5% | 65.3%-32.8pp | 73.5%-41.0pp | 69.5%-37.0pp |
| Annual return | 30.82% | 27.66%+3.2pp | 964.84%-934.0pp | 73.14%-42.3pp |
| Employer contribution / active EE | $1,404 | $2,068-32.1% | $2,839-50.6% | $2,342-40.1% |
| Participant deferral / active EE | $1,169 | $2,696-56.6% | $3,609-67.6% | $3,332-64.9% |
| Admin fee / account holder | $0 | $3,585-100.0% | $4,906-100.0% | $4,645-100.0% |