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 | $222,604 | $118,849+87.3% | $96,562+130.5% | $167,490+32.9% |
| Participation rate | 42.9% | 75.5%-32.6pp | 69.8%-27.0pp | 82.1%-39.2pp |
| Annual return | 9.82% | 50.49%-40.7pp | 37.78%-28.0pp | 478.56%-468.7pp |
| Employer contribution / active EE | $932 | $3,120-70.1% | $2,356-60.5% | $4,837-80.7% |
| Participant deferral / active EE | $3,106 | $4,616-32.7% | $3,849-19.3% | $6,341-51.0% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |