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 | $40,527 | $99,079-59.1% | $77,999-48.0% | $273,961-85.2% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.5%-8.9pp | 83.0%-16.3pp |
| Annual return | 14.99% | 217.93%-202.9pp | 425.96%-411.0pp | 41.45%-26.5pp |
| Employer contribution / active EE | $3,904 | $3,308+18.0% | $2,470+58.1% | $4,869-19.8% |
| Participant deferral / active EE | $7,592 | $4,306+76.3% | $3,497+117.1% | $5,287+43.6% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |