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 | $54,203 | $105,998-48.9% | $92,233-41.2% | $147,584-63.3% |
| Participation rate | 62.5% | 80.4%-17.9pp | 76.5%-14.0pp | 82.8%-20.3pp |
| Annual return | 25.75% | 50.05%-24.3pp | 176.28%-150.5pp | 578.55%-552.8pp |
| Employer contribution / active EE | $1,570 | $4,333-63.8% | $3,679-57.3% | $4,876-67.8% |
| Participant deferral / active EE | $7,629 | $4,478+70.4% | $3,897+95.8% | $5,439+40.3% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |