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 | $65,997 | $85,202-22.5% | $172,739-61.8% | $72,985-9.6% |
| Participation rate | 53.8% | 70.1%-16.2pp | 82.6%-28.8pp | 69.5%-15.6pp |
| Annual return | 22.41% | 27.32%-4.9pp | 802.84%-780.4pp | 81.00%-58.6pp |
| Employer contribution / active EE | $2,937 | $3,324-11.6% | $5,143-42.9% | $2,440+20.4% |
| Participant deferral / active EE | $5,637 | $3,260+72.9% | $5,198+8.4% | $3,607+56.3% |
| Admin fee / account holder | $225 | $5,884-96.2% | $13,954-98.4% | $5,124-95.6% |