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 | $105,662 | $112,096-5.7% | $95,952+10.1% | $158,922-33.5% |
| Participation rate | 55.6% | 79.0%-23.4pp | 77.1%-21.5pp | 82.0%-26.4pp |
| Annual return | 13.12% | 171.09%-158.0pp | 91.61%-78.5pp | 302.83%-289.7pp |
| Employer contribution / active EE | $812 | $3,198-74.6% | $2,541-68.0% | $4,761-82.9% |
| Participant deferral / active EE | $6,129 | $4,784+28.1% | $4,167+47.1% | $5,982+2.5% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |