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 | $54,764 | $100,852-45.7% | $90,404-39.4% | $158,922-65.5% |
| Participation rate | 69.2% | 75.0%-5.8pp | 72.7%-3.5pp | 82.0%-12.7pp |
| Annual return | 15.33% | 1724.20%-1708.9pp | 1293.02%-1277.7pp | 302.83%-287.5pp |
| Employer contribution / active EE | $1,433 | $3,689-61.1% | $3,262-56.1% | $4,761-69.9% |
| Participant deferral / active EE | $5,874 | $4,348+35.1% | $3,963+48.2% | $5,982-1.8% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |