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 | $105,047 | $102,604+2.4% | $86,188+21.9% | $139,434-24.7% |
| Participation rate | 46.2% | 74.5%-28.3pp | 69.0%-22.8pp | 80.3%-34.2pp |
| Annual return | 18.10% | 1922.51%-1904.4pp | 1168.45%-1150.3pp | 372.94%-354.8pp |
| Employer contribution / active EE | $2,764 | $3,032-8.9% | $2,380+16.1% | $4,751-41.8% |
| Participant deferral / active EE | $5,528 | $4,676+18.2% | $3,985+38.7% | $6,710-17.6% |
| Admin fee / account holder | $22 | $8,657-99.7% | $6,852-99.7% | $11,403-99.8% |