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 | $103,286 | $107,015-3.5% | $73,545+40.4% | $147,584-30.0% |
| Participation rate | 60.0% | 66.4%-6.4pp | 54.9%+5.1pp | 82.8%-22.8pp |
| Annual return | 20.16% | 38.25%-18.1pp | -15.16%+35.3pp | 578.55%-558.4pp |
| Employer contribution / active EE | $976 | $1,760-44.6% | $1,219-20.0% | $4,876-80.0% |
| Participant deferral / active EE | $1,593 | $2,462-35.3% | $1,806-11.8% | $5,439-70.7% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |