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 | $143,520 | $165,912-13.5% | $122,332+17.3% | $147,584-2.8% |
| Participation rate | 22.2% | 79.6%-57.4pp | 71.6%-49.4pp | 82.8%-60.6pp |
| Annual return | 28.08% | 34.55%-6.5pp | 30.27%-2.2pp | 578.55%-550.5pp |
| Employer contribution / active EE | $501 | $5,754-91.3% | $4,050-87.6% | $4,876-89.7% |
| Participant deferral / active EE | $3,766 | $4,005-6.0% | $3,287+14.6% | $5,439-30.8% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |