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 | $104,723 | $58,208+79.9% | $81,812+28.0% | $80,856+29.5% |
| Participation rate | 7.5% | 63.4%-56.0pp | 72.3%-64.9pp | 67.6%-60.2pp |
| Annual return | 13.00% | 41.66%-28.7pp | 773.79%-760.8pp | 35.59%-22.6pp |
| Employer contribution / active EE | $363 | $2,340-84.5% | $2,912-87.6% | $2,755-86.8% |
| Participant deferral / active EE | $1,027 | $3,281-68.7% | $4,319-76.2% | $4,296-76.1% |
| Admin fee / account holder | $0 | $4,981-100.0% | $7,386-100.0% | $6,918-100.0% |