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 | $31,471 | $85,766-63.3% | $136,294-76.9% | $70,131-55.1% |
| Participation rate | 67.8% | 74.2%-6.4pp | 81.9%-14.1pp | 69.5%-1.7pp |
| Annual return | 48.17% | 31.45%+16.7pp | 5155.94%-5107.8pp | 73.14%-25.0pp |
| Employer contribution / active EE | $2,595 | $2,966-12.5% | $4,695-44.7% | $2,342+10.8% |
| Participant deferral / active EE | $7,802 | $5,051+54.4% | $6,247+24.9% | $3,332+134.2% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |