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 | $52,770 | $100,041-47.3% | $149,718-64.8% | $70,131-24.8% |
| Participation rate | 68.8% | 83.6%-14.8pp | 87.1%-18.3pp | 69.5%-0.8pp |
| Annual return | 19.68% | 27.43%-7.8pp | 1501.63%-1482.0pp | 73.14%-53.5pp |
| Employer contribution / active EE | $1,950 | $3,662-46.7% | $5,445-64.2% | $2,342-16.8% |
| Participant deferral / active EE | $5,158 | $4,983+3.5% | $6,569-21.5% | $3,332+54.8% |
| Admin fee / account holder | $0 | $8,286-100.0% | $11,283-100.0% | $4,645-100.0% |