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 | $69,096 | $99,020-30.2% | $86,590-20.2% | $147,584-53.2% |
| Participation rate | 57.1% | 76.3%-19.2pp | 73.5%-16.4pp | 82.8%-25.7pp |
| Annual return | 20.40% | 1312.34%-1291.9pp | 964.84%-944.4pp | 578.55%-558.1pp |
| Employer contribution / active EE | $669 | $3,132-78.6% | $2,839-76.4% | $4,876-86.3% |
| Participant deferral / active EE | $2,192 | $3,972-44.8% | $3,609-39.2% | $5,439-59.7% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |