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 | $92,438 | $115,770-20.2% | $101,248-8.7% | $158,922-41.8% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 22.26% | 56.14%-33.9pp | 46.47%-24.2pp | 302.83%-280.6pp |
| Employer contribution / active EE | $2,476 | $4,175-40.7% | $3,660-32.3% | $4,761-48.0% |
| Participant deferral / active EE | $6,985 | $4,957+40.9% | $4,370+59.8% | $5,982+16.8% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |