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 | $32,147 | $129,217-75.1% | $93,406-65.6% | $158,922-79.8% |
| Participation rate | 66.7% | 71.0%-4.3pp | 66.8%-0.1pp | 82.0%-15.3pp |
| Annual return | 24.46% | 118.21%-93.7pp | 78.05%-53.6pp | 302.83%-278.4pp |
| Employer contribution / active EE | $1,438 | $2,711-47.0% | $2,075-30.7% | $4,761-69.8% |
| Participant deferral / active EE | $4,439 | $3,909+13.6% | $3,126+42.0% | $5,982-25.8% |
| Admin fee / account holder | $0 | $7,383-100.0% | $5,230-100.0% | $11,246-100.0% |