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 | $86,471 | $99,079-12.7% | $77,999+10.9% | $273,961-68.4% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.5%-42.2pp | 83.0%-49.7pp |
| Annual return | 4.94% | 217.93%-213.0pp | 425.96%-421.0pp | 41.45%-36.5pp |
| Employer contribution / active EE | $2,364 | $3,308-28.5% | $2,470-4.3% | $4,869-51.4% |
| Participant deferral / active EE | $8,008 | $4,306+86.0% | $3,497+129.0% | $5,287+51.5% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |