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 | $92,265 | $67,823+36.0% | $52,425+76.0% | $137,256-32.8% |
| Participation rate | 66.7% | 63.9%+2.8pp | 55.6%+11.0pp | 80.0%-13.3pp |
| Annual return | 20.24% | 219.11%-198.9pp | 302.12%-281.9pp | 220.34%-200.1pp |
| Employer contribution / active EE | $1,353 | $1,163+16.4% | $914+48.0% | $4,156-67.4% |
| Participant deferral / active EE | $2,106 | $2,288-8.0% | $1,790+17.6% | $6,407-67.1% |
| Admin fee / account holder | $40 | $2,844-98.6% | $2,495-98.4% | $12,270-99.7% |