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 | $200,134 | $105,931+88.9% | $81,930+144.3% | $158,922+25.9% |
| Participation rate | 33.3% | 75.6%-42.3pp | 72.0%-38.7pp | 82.0%-48.6pp |
| Annual return | 29.04% | 38.17%-9.1pp | 29.49%-0.5pp | 302.83%-273.8pp |
| Employer contribution / active EE | $1,304 | $7,800-83.3% | $4,310-69.7% | $4,761-72.6% |
| Participant deferral / active EE | $2,180 | $13,003-83.2% | $7,107-69.3% | $5,982-63.6% |
| Admin fee / account holder | $0 | $8,489-100.0% | $5,158-100.0% | $11,246-100.0% |