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 | $50,701 | $105,998-52.2% | $92,233-45.0% | $147,584-65.6% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 21.23% | 50.05%-28.8pp | 176.28%-155.0pp | 578.55%-557.3pp |
| Employer contribution / active EE | $2,667 | $4,333-38.5% | $3,679-27.5% | $4,876-45.3% |
| Participant deferral / active EE | $2,667 | $4,478-40.4% | $3,897-31.6% | $5,439-51.0% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |