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 | $86,094 | $99,079-13.1% | $77,999+10.4% | $273,961-68.6% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.5%-15.5pp | 83.0%-23.0pp |
| Annual return | 10.61% | 217.93%-207.3pp | 425.96%-415.4pp | 41.45%-30.8pp |
| Employer contribution / active EE | $768 | $3,308-76.8% | $2,470-68.9% | $4,869-84.2% |
| Participant deferral / active EE | $6,053 | $4,306+40.6% | $3,497+73.1% | $5,287+14.5% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |