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 | $156,069 | $156,846-0.5% | $121,098+28.9% | $139,434+11.9% |
| Participation rate | 40.0% | 76.4%-36.4pp | 69.5%-29.5pp | 80.3%-40.3pp |
| Annual return | 17.42% | 1474.56%-1457.1pp | 985.75%-968.3pp | 372.94%-355.5pp |
| Employer contribution / active EE | $1,338 | $5,536-75.8% | $4,164-67.9% | $4,751-71.8% |
| Participant deferral / active EE | $5,426 | $4,844+12.0% | $4,080+33.0% | $6,710-19.1% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |