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 | $60,394 | $96,305-37.3% | $80,569-25.0% | $139,434-56.7% |
| Participation rate | 62.5% | 73.6%-11.1pp | 67.0%-4.5pp | 80.3%-17.8pp |
| Annual return | 19.86% | 1350.08%-1330.2pp | 935.43%-915.6pp | 372.94%-353.1pp |
| Employer contribution / active EE | $2,681 | $3,262-17.8% | $2,723-1.6% | $4,751-43.6% |
| Participant deferral / active EE | $5,544 | $5,232+6.0% | $4,447+24.6% | $6,710-17.4% |
| Admin fee / account holder | $20 | $6,599-99.7% | $5,377-99.6% | $11,403-99.8% |