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 | $111,593 | $112,096-0.4% | $95,952+16.3% | $158,922-29.8% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 14.77% | 171.09%-156.3pp | 91.61%-76.8pp | 302.83%-288.1pp |
| Employer contribution / active EE | $913 | $3,198-71.5% | $2,541-64.1% | $4,761-80.8% |
| Participant deferral / active EE | $5,164 | $4,784+7.9% | $4,167+23.9% | $5,982-13.7% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |