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 | $29,243 | $99,341-70.6% | $84,750-65.5% | $273,961-89.3% |
| Participation rate | 37.5% | 80.7%-43.2pp | 76.6%-39.1pp | 83.0%-45.5pp |
| Annual return | 195.34% | 22.93%+172.4pp | 22.78%+172.6pp | 41.45%+153.9pp |
| Employer contribution / active EE | $3,049 | $4,214-27.6% | $3,574-14.7% | $4,869-37.4% |
| Participant deferral / active EE | $6,112 | $4,269+43.2% | $3,712+64.7% | $5,287+15.6% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |