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 4-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 | $72,084 | $67,823+6.3% | $52,425+37.5% | $137,256-47.5% |
| Participation rate | 33.3% | 63.9%-30.6pp | 55.6%-22.3pp | 80.0%-46.6pp |
| Annual return | 19.42% | 219.11%-199.7pp | 302.12%-282.7pp | 220.34%-200.9pp |
| Employer contribution / active EE | $800 | $1,163-31.2% | $914-12.5% | $4,156-80.8% |
| Participant deferral / active EE | $1,738 | $2,288-24.0% | $1,790-2.9% | $6,407-72.9% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |