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 | $74,061 | $108,172-31.5% | $77,482-4.4% | $158,922-53.4% |
| Participation rate | 60.0% | 64.4%-4.4pp | 54.2%+5.8pp | 82.0%-22.0pp |
| Annual return | 12.04% | 31.67%-19.6pp | 54.79%-42.7pp | 302.83%-290.8pp |
| Employer contribution / active EE | $1,480 | $1,325+11.7% | $986+50.1% | $4,761-68.9% |
| Participant deferral / active EE | $4,311 | $2,456+75.5% | $1,861+131.6% | $5,982-27.9% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |