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 | $47,374 | $105,998-55.3% | $92,233-48.6% | $147,584-67.9% |
| Participation rate | 33.3% | 80.4%-47.1pp | 76.5%-43.1pp | 82.8%-49.5pp |
| Annual return | 31.49% | 50.05%-18.6pp | 176.28%-144.8pp | 578.55%-547.1pp |
| Employer contribution / active EE | $933 | $4,333-78.5% | $3,679-74.6% | $4,876-80.9% |
| Participant deferral / active EE | $5,900 | $4,478+31.8% | $3,897+51.4% | $5,439+8.5% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |