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 | $119,405 | $153,772-22.3% | $133,980-10.9% | $273,961-56.4% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 99.97% | 36.51%+63.5pp | 29.30%+70.7pp | 41.45%+58.5pp |
| Employer contribution / active EE | $2,083 | $6,029-65.4% | $5,211-60.0% | $4,869-57.2% |
| Participant deferral / active EE | $11,109 | $6,958+59.7% | $6,282+76.8% | $5,287+110.1% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |