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 | $121,176 | $99,652+21.6% | $78,778+53.8% | $147,584-17.9% |
| Participation rate | 33.3% | 76.2%-42.9pp | 69.2%-35.9pp | 82.8%-49.5pp |
| Annual return | 14.42% | 47.28%-32.9pp | 35.62%-21.2pp | 578.55%-564.1pp |
| Employer contribution / active EE | $886 | $2,796-68.3% | $1,986-55.4% | $4,876-81.8% |
| Participant deferral / active EE | $2,658 | $3,664-27.4% | $2,958-10.2% | $5,439-51.1% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |