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 | $152,531 | $106,890+42.7% | $84,015+81.6% | $152,861-0.2% |
| Participation rate | 33.3% | 75.2%-41.9pp | 69.0%-35.7pp | 82.4%-49.1pp |
| Annual return | 20.67% | 104.99%-84.3pp | 71.31%-50.6pp | 345.32%-324.6pp |
| Employer contribution / active EE | $462 | $2,734-83.1% | $1,983-76.7% | $4,762-90.3% |
| Participant deferral / active EE | $1,387 | $4,011-65.4% | $3,239-57.2% | $5,850-76.3% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |