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 | $100,559 | $114,047-11.8% | $96,139+4.6% | $167,490-40.0% |
| Participation rate | 45.5% | 75.1%-29.6pp | 68.4%-23.0pp | 82.1%-36.7pp |
| Annual return | 18.78% | 189.88%-171.1pp | 191.94%-173.2pp | 478.56%-459.8pp |
| Employer contribution / active EE | $1,350 | $3,427-60.6% | $2,797-51.7% | $4,837-72.1% |
| Participant deferral / active EE | $4,517 | $5,194-13.0% | $4,349+3.9% | $6,341-28.8% |
| Admin fee / account holder | $0 | $6,897-100.0% | $5,537-100.0% | $12,309-100.0% |