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 | $43,441 | $96,484-55.0% | $75,886-42.8% | $152,861-71.6% |
| Participation rate | 63.6% | 76.2%-12.6pp | 69.3%-5.6pp | 82.4%-18.8pp |
| Annual return | 23.69% | 33.98%-10.3pp | 30.76%-7.1pp | 345.32%-321.6pp |
| Employer contribution / active EE | $1,744 | $3,309-47.3% | $2,500-30.3% | $4,762-63.4% |
| Participant deferral / active EE | $6,300 | $4,553+38.4% | $3,603+74.9% | $5,850+7.7% |
| Admin fee / account holder | $0 | $8,078-100.0% | $5,418-100.0% | $11,596-100.0% |