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 | $130,035 | $90,348+43.9% | $75,972+71.2% | $145,922-10.9% |
| Participation rate | 63.6% | 74.5%-10.8pp | 69.1%-5.4pp | 80.3%-16.6pp |
| Annual return | 17.82% | 620.88%-603.1pp | 359.55%-341.7pp | 561.29%-543.5pp |
| Employer contribution / active EE | $1,394 | $3,311-57.9% | $2,685-48.1% | $4,660-70.1% |
| Participant deferral / active EE | $6,990 | $5,162+35.4% | $4,255+64.3% | $6,688+4.5% |
| Admin fee / account holder | $0 | $8,467-100.0% | $6,467-100.0% | $13,397-100.0% |