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 | $117,072 | $81,632+43.4% | $70,449+66.2% | $158,922-26.3% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.1%-25.1pp | 82.0%-32.0pp |
| Annual return | 16.63% | 208.40%-191.8pp | 109.03%-92.4pp | 302.83%-286.2pp |
| Employer contribution / active EE | $2,086 | $3,217-35.1% | $2,737-23.8% | $4,761-56.2% |
| Participant deferral / active EE | $7,074 | $4,554+55.3% | $3,709+90.7% | $5,982+18.3% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |