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 | $138,789 | $72,071+92.6% | $68,368+103.0% | $137,256+1.1% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | 14.27% | 353.14%-338.9pp | 292.57%-278.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,942 | $2,788-30.3% | $2,649-26.7% | $4,156-53.3% |
| Participant deferral / active EE | $4,312 | $4,410-2.2% | $4,123+4.6% | $6,407-32.7% |
| Admin fee / account holder | $71 | $5,336-98.7% | $5,150-98.6% | $12,270-99.4% |