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 | $103,469 | $180,749-42.8% | $160,784-35.6% | $137,256-24.6% |
| Participation rate | 33.3% | 80.0%-46.6pp | 77.0%-43.6pp | 80.0%-46.6pp |
| Annual return | 13.04% | 2234.46%-2221.4pp | 1803.92%-1790.9pp | 220.34%-207.3pp |
| Employer contribution / active EE | $533 | $4,155-87.2% | $3,733-85.7% | $4,156-87.2% |
| Participant deferral / active EE | $6,362 | $6,844-7.1% | $6,293+1.1% | $6,407-0.7% |
| Admin fee / account holder | $17 | $10,397-99.8% | $9,717-99.8% | $12,270-99.9% |