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 | $219,287 | $109,982+99.4% | $97,226+125.5% | $145,922+50.3% |
| Participation rate | 33.3% | 75.9%-42.6pp | 72.7%-39.4pp | 80.3%-46.9pp |
| Annual return | 13.03% | 242.90%-229.9pp | 75.13%-62.1pp | 561.29%-548.3pp |
| Employer contribution / active EE | $975 | $3,084-68.4% | $2,729-64.3% | $4,660-79.1% |
| Participant deferral / active EE | $3,692 | $4,676-21.0% | $4,264-13.4% | $6,688-44.8% |
| Admin fee / account holder | $0 | $6,221-100.0% | $5,654-100.0% | $13,397-100.0% |