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 | $100,883 | $109,817-8.1% | $98,442+2.5% | $167,490-39.8% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 24.46% | 1956.69%-1932.2pp | 1492.73%-1468.3pp | 478.56%-454.1pp |
| Employer contribution / active EE | $2,855 | $3,224-11.4% | $2,960-3.5% | $4,837-41.0% |
| Participant deferral / active EE | $2,587 | $4,673-44.6% | $4,276-39.5% | $6,341-59.2% |
| Admin fee / account holder | $206 | $6,753-96.9% | $5,949-96.5% | $12,309-98.3% |