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 | $123,393 | $156,846-21.3% | $121,098+1.9% | $139,434-11.5% |
| Participation rate | 66.7% | 76.4%-9.7pp | 69.5%-2.8pp | 80.3%-13.7pp |
| Annual return | 14.00% | 1474.56%-1460.6pp | 985.75%-971.7pp | 372.94%-358.9pp |
| Employer contribution / active EE | $2,011 | $5,536-63.7% | $4,164-51.7% | $4,751-57.7% |
| Participant deferral / active EE | $6,341 | $4,844+30.9% | $4,080+55.4% | $6,710-5.5% |
| Admin fee / account holder | $88 | $6,946-98.7% | $5,644-98.4% | $11,403-99.2% |