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 | $131,203 | $72,400+81.2% | $67,502+94.4% | $145,922-10.1% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 25.55% | 7182.46%-7156.9pp | 3512.12%-3486.6pp | 561.29%-535.7pp |
| Employer contribution / active EE | $1,880 | $3,069-38.8% | $2,731-31.2% | $4,660-59.7% |
| Participant deferral / active EE | $4,647 | $4,783-2.8% | $4,000+16.2% | $6,688-30.5% |
| Admin fee / account holder | $18 | $5,539-99.7% | $3,998-99.5% | $13,397-99.9% |