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 | $96,106 | $65,409+46.9% | $98,442-2.4% | $85,850+11.9% |
| Participation rate | 27.6% | 65.0%-37.4pp | 73.3%-45.8pp | 69.3%-41.7pp |
| Annual return | 21.93% | 21.76%+0.2pp | 1492.73%-1470.8pp | 318.53%-296.6pp |
| Employer contribution / active EE | $672 | $2,168-69.0% | $2,960-77.3% | $2,565-73.8% |
| Participant deferral / active EE | $3,955 | $3,166+24.9% | $4,276-7.5% | $3,952+0.1% |
| Admin fee / account holder | $0 | $4,593-100.0% | $5,949-100.0% | $6,260-100.0% |