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 | $52,298 | $67,823-22.9% | $52,425-0.2% | $137,256-61.9% |
| Participation rate | 62.5% | 63.9%-1.4pp | 55.6%+6.9pp | 80.0%-17.5pp |
| Annual return | 14.98% | 219.11%-204.1pp | 302.12%-287.1pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,596 | $1,163+37.2% | $914+74.5% | $4,156-61.6% |
| Participant deferral / active EE | $6,355 | $2,288+177.8% | $1,790+254.9% | $6,407-0.8% |
| Admin fee / account holder | $36 | $2,844-98.7% | $2,495-98.6% | $12,270-99.7% |