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 | $60,358 | $108,642-44.4% | $74,701-19.2% | $152,861-60.5% |
| Participation rate | 52.9% | 65.3%-12.4pp | 54.5%-1.5pp | 82.4%-29.5pp |
| Annual return | 19.85% | 114.06%-94.2pp | 752.92%-733.1pp | 345.32%-325.5pp |
| Employer contribution / active EE | $868 | $1,503-42.2% | $1,084-19.9% | $4,762-81.8% |
| Participant deferral / active EE | $2,315 | $2,712-14.6% | $1,964+17.9% | $5,850-60.4% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |