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 | $95,398 | $105,998-10.0% | $92,233+3.4% | $147,584-35.4% |
| Participation rate | 31.6% | 80.4%-48.8pp | 76.5%-44.9pp | 82.8%-51.2pp |
| Annual return | 16.84% | 50.05%-33.2pp | 176.28%-159.4pp | 578.55%-561.7pp |
| Employer contribution / active EE | $1,097 | $4,333-74.7% | $3,679-70.2% | $4,876-77.5% |
| Participant deferral / active EE | $1,653 | $4,478-63.1% | $3,897-57.6% | $5,439-69.6% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |