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 | $100,785 | $99,020+1.8% | $86,590+16.4% | $147,584-31.7% |
| Participation rate | 20.0% | 76.3%-56.3pp | 73.5%-53.5pp | 82.8%-62.8pp |
| Annual return | 19.59% | 1312.34%-1292.7pp | 964.84%-945.3pp | 578.55%-559.0pp |
| Employer contribution / active EE | $1,439 | $3,132-54.1% | $2,839-49.3% | $4,876-70.5% |
| Participant deferral / active EE | $2,585 | $3,972-34.9% | $3,609-28.4% | $5,439-52.5% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |