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 | $45,611 | $76,738-40.6% | $56,411-19.1% | $145,922-68.7% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 18.89% | 2994.23%-2975.3pp | 1701.33%-1682.4pp | 561.29%-542.4pp |
| Employer contribution / active EE | $850 | $1,380-38.4% | $1,039-18.2% | $4,660-81.8% |
| Participant deferral / active EE | $3,928 | $2,623+49.8% | $1,952+101.2% | $6,688-41.3% |
| Admin fee / account holder | $2 | $3,334-99.9% | $2,829-99.9% | $13,397-100.0% |