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 | $114,502 | $117,381-2.5% | $99,443+15.1% | $152,861-25.1% |
| Participation rate | 64.3% | 77.5%-13.3pp | 73.8%-9.5pp | 82.4%-18.2pp |
| Annual return | 22.72% | 31.87%-9.1pp | 30.72%-8.0pp | 345.32%-322.6pp |
| Employer contribution / active EE | $1,064 | $3,013-64.7% | $2,540-58.1% | $4,762-77.7% |
| Participant deferral / active EE | $1,342 | $4,086-67.2% | $3,619-62.9% | $5,850-77.1% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |