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 | $35,905 | $85,766-58.1% | $136,294-73.7% | $70,131-48.8% |
| Participation rate | 53.8% | 74.2%-20.3pp | 81.9%-28.1pp | 69.5%-15.7pp |
| Annual return | 79.44% | 31.45%+48.0pp | 5155.94%-5076.5pp | 73.14%+6.3pp |
| Employer contribution / active EE | $1,659 | $2,966-44.1% | $4,695-64.7% | $2,342-29.2% |
| Participant deferral / active EE | $4,311 | $5,051-14.7% | $6,247-31.0% | $3,332+29.4% |
| Admin fee / account holder | $63 | $5,420-98.8% | $9,243-99.3% | $4,645-98.6% |