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 | $91,868 | $99,020-7.2% | $86,590+6.1% | $147,584-37.8% |
| Participation rate | 57.9% | 76.3%-18.4pp | 73.5%-15.7pp | 82.8%-24.9pp |
| Annual return | 12.09% | 1312.34%-1300.2pp | 964.84%-952.8pp | 578.55%-566.5pp |
| Employer contribution / active EE | $392 | $3,132-87.5% | $2,839-86.2% | $4,876-92.0% |
| Participant deferral / active EE | $3,474 | $3,972-12.5% | $3,609-3.7% | $5,439-36.1% |
| Admin fee / account holder | $17 | $5,710-99.7% | $4,906-99.7% | $10,885-99.8% |