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 | $82,866 | $106,890-22.5% | $84,015-1.4% | $152,861-45.8% |
| Participation rate | 28.6% | 75.2%-46.7pp | 69.0%-40.4pp | 82.4%-53.9pp |
| Annual return | 20.62% | 104.99%-84.4pp | 71.31%-50.7pp | 345.32%-324.7pp |
| Employer contribution / active EE | $779 | $2,734-71.5% | $1,983-60.7% | $4,762-83.6% |
| Participant deferral / active EE | $3,649 | $4,011-9.0% | $3,239+12.7% | $5,850-37.6% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |