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 | $125,584 | $115,770+8.5% | $101,248+24.0% | $158,922-21.0% |
| Participation rate | 42.9% | 79.4%-36.5pp | 75.8%-33.0pp | 82.0%-39.1pp |
| Annual return | 18.21% | 56.14%-37.9pp | 46.47%-28.3pp | 302.83%-284.6pp |
| Employer contribution / active EE | $1,408 | $4,175-66.3% | $3,660-61.5% | $4,761-70.4% |
| Participant deferral / active EE | $6,741 | $4,957+36.0% | $4,370+54.3% | $5,982+12.7% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |