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 | $94,322 | $156,846-39.9% | $121,098-22.1% | $139,434-32.4% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 14.92% | 1474.56%-1459.6pp | 985.75%-970.8pp | 372.94%-358.0pp |
| Employer contribution / active EE | $1,950 | $5,536-64.8% | $4,164-53.2% | $4,751-59.0% |
| Participant deferral / active EE | $2,924 | $4,844-39.6% | $4,080-28.3% | $6,710-56.4% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |