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 | $137,565 | $110,809+24.1% | $86,874+58.3% | $167,490-17.9% |
| Participation rate | 62.5% | 75.8%-13.3pp | 71.6%-9.1pp | 82.1%-19.6pp |
| Annual return | 16.12% | 116.98%-100.9pp | 63.52%-47.4pp | 478.56%-462.4pp |
| Employer contribution / active EE | $1,325 | $3,244-59.2% | $2,495-46.9% | $4,837-72.6% |
| Participant deferral / active EE | $3,982 | $4,546-12.4% | $3,699+7.7% | $6,341-37.2% |
| Admin fee / account holder | $0 | $8,415-100.0% | $5,828-100.0% | $12,309-100.0% |