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 | $72,491 | $58,208+24.5% | $81,812-11.4% | $80,856-10.3% |
| Participation rate | 57.1% | 63.4%-6.3pp | 72.3%-15.2pp | 67.6%-10.5pp |
| Annual return | 16.54% | 41.66%-25.1pp | 773.79%-757.2pp | 35.59%-19.1pp |
| Employer contribution / active EE | $2,053 | $2,340-12.3% | $2,912-29.5% | $2,755-25.5% |
| Participant deferral / active EE | $3,980 | $3,281+21.3% | $4,319-7.8% | $4,296-7.3% |
| Admin fee / account holder | $0 | $4,981-100.0% | $7,386-100.0% | $6,918-100.0% |