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 | $123,128 | $144,119-14.6% | $117,854+4.5% | $147,584-16.6% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.7%-13.0pp | 82.8%-16.2pp |
| Annual return | 9.01% | 531.15%-522.1pp | 335.08%-326.1pp | 578.55%-569.5pp |
| Employer contribution / active EE | $2,223 | $4,896-54.6% | $3,786-41.3% | $4,876-54.4% |
| Participant deferral / active EE | $6,191 | $5,316+16.5% | $4,482+38.1% | $5,439+13.8% |
| Admin fee / account holder | $126 | $10,886-98.8% | $8,020-98.4% | $10,885-98.8% |