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 | $75,944 | $102,966-26.2% | $90,281-15.9% | $152,861-50.3% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 35.11% | 95.16%-60.1pp | 78.10%-43.0pp | 345.32%-310.2pp |
| Employer contribution / active EE | $989 | $3,139-68.5% | $2,854-65.3% | $4,762-79.2% |
| Participant deferral / active EE | $8,432 | $4,281+96.9% | $3,885+117.0% | $5,850+44.1% |
| Admin fee / account holder | $58 | $6,171-99.1% | $5,351-98.9% | $11,596-99.5% |