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 | $96,377 | $56,199+71.5% | $67,652+42.5% | $59,632+61.6% |
| Participation rate | 68.4% | 71.5%-3.0pp | 75.7%-7.2pp | 68.7%-0.3pp |
| Annual return | 71.58% | 18505.31%-18433.7pp | 6625.04%-6553.5pp | 2041.28%-1969.7pp |
| Employer contribution / active EE | $809 | $1,614-49.9% | $2,266-64.3% | $2,203-63.3% |
| Participant deferral / active EE | $1,428 | $2,844-49.8% | $3,560-59.9% | $3,192-55.2% |
| Admin fee / account holder | $221 | $3,958-94.4% | $4,821-95.4% | $4,297-94.9% |