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 | $102,710 | $102,966-0.2% | $90,281+13.8% | $152,861-32.8% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.4%-22.4pp |
| Annual return | 18.39% | 95.16%-76.8pp | 78.10%-59.7pp | 345.32%-326.9pp |
| Employer contribution / active EE | $2,123 | $3,139-32.4% | $2,854-25.6% | $4,762-55.4% |
| Participant deferral / active EE | $6,240 | $4,281+45.7% | $3,885+60.6% | $5,850+6.7% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |