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 | $94,558 | $104,907-9.9% | $84,611+11.8% | $152,861-38.1% |
| Participation rate | 64.7% | 74.8%-10.1pp | 68.2%-3.5pp | 82.4%-17.7pp |
| Annual return | 25.06% | 373.79%-348.7pp | 258.74%-233.7pp | 345.32%-320.3pp |
| Employer contribution / active EE | $4,219 | $3,302+27.8% | $2,652+59.1% | $4,762-11.4% |
| Participant deferral / active EE | $0 | $4,688-100.0% | $3,899-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |