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 | $61,534 | $105,998-41.9% | $92,233-33.3% | $147,584-58.3% |
| Participation rate | 46.7% | 80.4%-33.7pp | 76.5%-29.8pp | 82.8%-36.2pp |
| Annual return | 19.57% | 50.05%-30.5pp | 176.28%-156.7pp | 578.55%-559.0pp |
| Employer contribution / active EE | $2,543 | $4,333-41.3% | $3,679-30.9% | $4,876-47.8% |
| Participant deferral / active EE | $7,279 | $4,478+62.5% | $3,897+86.8% | $5,439+33.8% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |