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 | $35,534 | $70,606-49.7% | $53,898-34.1% | $142,382-75.0% |
| Participation rate | 58.3% | 63.7%-5.4pp | 55.0%+3.4pp | 80.1%-21.8pp |
| Annual return | 18.10% | 619.81%-601.7pp | 528.60%-510.5pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,188 | $1,202-1.2% | $932+27.4% | $4,299-72.4% |
| Participant deferral / active EE | $2,081 | $2,364-12.0% | $1,826+13.9% | $6,507-68.0% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |