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 | $131,193 | $99,652+31.7% | $78,778+66.5% | $147,584-11.1% |
| Participation rate | 63.6% | 76.2%-12.6pp | 69.2%-5.6pp | 82.8%-19.2pp |
| Annual return | 19.78% | 47.28%-27.5pp | 35.62%-15.8pp | 578.55%-558.8pp |
| Employer contribution / active EE | $476 | $2,796-83.0% | $1,986-76.0% | $4,876-90.2% |
| Participant deferral / active EE | $1,713 | $3,664-53.2% | $2,958-42.1% | $5,439-68.5% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |