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 | $63,473 | $63,346+0.2% | $92,233-31.2% | $70,131-9.5% |
| Participation rate | 55.6% | 68.7%-13.1pp | 76.5%-20.9pp | 69.5%-14.0pp |
| Annual return | 40.60% | 530.12%-489.5pp | 176.28%-135.7pp | 73.14%-32.5pp |
| Employer contribution / active EE | $1,899 | $2,471-23.1% | $3,679-48.4% | $2,342-18.9% |
| Participant deferral / active EE | $3,245 | $2,854+13.7% | $3,897-16.7% | $3,332-2.6% |
| Admin fee / account holder | $59 | $3,840-98.5% | $5,194-98.9% | $4,645-98.7% |