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 | $92,526 | $176,662-47.6% | $130,648-29.2% | $152,861-39.5% |
| Participation rate | 66.7% | 79.0%-12.3pp | 71.7%-5.1pp | 82.4%-15.8pp |
| Annual return | 22.67% | 2692.24%-2669.6pp | 1708.96%-1686.3pp | 345.32%-322.7pp |
| Employer contribution / active EE | $2,044 | $5,742-64.4% | $4,092-50.0% | $4,762-57.1% |
| Participant deferral / active EE | $2,743 | $4,361-37.1% | $3,603-23.9% | $5,850-53.1% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |