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 | $68,513 | $155,788-56.0% | $124,672-45.0% | $167,490-59.1% |
| Participation rate | 50.0% | 81.1%-31.1pp | 74.6%-24.6pp | 82.1%-32.1pp |
| Annual return | 19.41% | 17.97%+1.4pp | 5142.93%-5123.5pp | 478.56%-459.1pp |
| Employer contribution / active EE | $3,762 | $4,163-9.6% | $3,324+13.2% | $4,837-22.2% |
| Participant deferral / active EE | $7,267 | $5,673+28.1% | $4,614+57.5% | $6,341+14.6% |
| Admin fee / account holder | $18 | $9,531-99.8% | $7,493-99.8% | $12,309-99.9% |