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 | $67,191 | $29,660+126.5% | $56,411+19.1% | $80,856-16.9% |
| Participation rate | 26.2% | 41.6%-15.5pp | 52.5%-26.3pp | 67.6%-41.4pp |
| Annual return | 13.32% | 35.23%-21.9pp | 1701.33%-1688.0pp | 35.59%-22.3pp |
| Employer contribution / active EE | $403 | $669-39.7% | $1,039-61.2% | $2,755-85.4% |
| Participant deferral / active EE | $2,139 | $1,226+74.5% | $1,952+9.6% | $4,296-50.2% |
| Admin fee / account holder | $0 | $2,428-100.0% | $2,829-100.0% | $6,918-100.0% |