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 | $70,606-25.9% | $53,898-3.0% | $142,382-63.3% |
| Participation rate | 62.5% | 63.7%-1.2pp | 55.0%+7.5pp | 80.1%-17.6pp |
| Annual return | 14.98% | 619.81%-604.8pp | 528.60%-513.6pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,596 | $1,202+32.7% | $932+71.2% | $4,299-62.9% |
| Participant deferral / active EE | $6,355 | $2,364+168.8% | $1,826+248.0% | $6,507-2.3% |
| Admin fee / account holder | $36 | $2,852-98.7% | $2,491-98.6% | $12,624-99.7% |