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 | $108,332 | $99,020+9.4% | $86,590+25.1% | $147,584-26.6% |
| Participation rate | 53.8% | 76.3%-22.5pp | 73.5%-19.7pp | 82.8%-29.0pp |
| Annual return | 16.85% | 1312.34%-1295.5pp | 964.84%-948.0pp | 578.55%-561.7pp |
| Employer contribution / active EE | $459 | $3,132-85.3% | $2,839-83.8% | $4,876-90.6% |
| Participant deferral / active EE | $2,819 | $3,972-29.0% | $3,609-21.9% | $5,439-48.2% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |