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 | $60,489 | $135,952-55.5% | $123,892-51.2% | $273,961-77.9% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 9697.41% | 56.63%+9640.8pp | 47.52%+9649.9pp | 41.45%+9656.0pp |
| Employer contribution / active EE | $1,558 | $5,170-69.9% | $4,617-66.3% | $4,869-68.0% |
| Participant deferral / active EE | $3,011 | $6,343-52.5% | $5,984-49.7% | $5,287-43.0% |
| Admin fee / account holder | $42 | $9,817-99.6% | $8,357-99.5% | $10,132-99.6% |