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 | $102,642 | $96,484+6.4% | $75,886+35.3% | $152,861-32.9% |
| Participation rate | 53.3% | 76.2%-22.9pp | 69.3%-15.9pp | 82.4%-29.1pp |
| Annual return | 25.08% | 33.98%-8.9pp | 30.76%-5.7pp | 345.32%-320.2pp |
| Employer contribution / active EE | $2,390 | $3,309-27.8% | $2,500-4.4% | $4,762-49.8% |
| Participant deferral / active EE | $7,041 | $4,553+54.6% | $3,603+95.4% | $5,850+20.4% |
| Admin fee / account holder | $0 | $8,078-100.0% | $5,418-100.0% | $11,596-100.0% |