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 | $82,939 | $102,966-19.5% | $90,281-8.1% | $152,861-45.7% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 17.84% | 95.16%-77.3pp | 78.10%-60.3pp | 345.32%-327.5pp |
| Employer contribution / active EE | $1,753 | $3,139-44.2% | $2,854-38.6% | $4,762-63.2% |
| Participant deferral / active EE | $6,737 | $4,281+57.3% | $3,885+73.4% | $5,850+15.2% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |