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 | $113,715 | $81,632+39.3% | $70,449+61.4% | $158,922-28.4% |
| Participation rate | 54.5% | 77.7%-23.2pp | 75.1%-20.5pp | 82.0%-27.4pp |
| Annual return | 20.62% | 208.40%-187.8pp | 109.03%-88.4pp | 302.83%-282.2pp |
| Employer contribution / active EE | $844 | $3,217-73.8% | $2,737-69.2% | $4,761-82.3% |
| Participant deferral / active EE | $2,345 | $4,554-48.5% | $3,709-36.8% | $5,982-60.8% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |