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 | $86,542 | $74,888+15.6% | $71,209+21.5% | $142,382-39.2% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 15.26% | 345.14%-329.9pp | 282.51%-267.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $2,062 | $2,854-27.8% | $2,721-24.2% | $4,299-52.0% |
| Participant deferral / active EE | $8,502 | $4,454+90.9% | $4,175+103.6% | $6,507+30.6% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |