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 | $158,934 | $123,909+28.3% | $69,647+128.2% | $145,922+8.9% |
| Participation rate | 66.7% | 69.2%-2.5pp | 66.5%+0.2pp | 80.3%-13.6pp |
| Annual return | 12.25% | 190.55%-178.3pp | 100.48%-88.2pp | 561.29%-549.0pp |
| Employer contribution / active EE | $539 | $2,682-79.9% | $1,712-68.5% | $4,660-88.4% |
| Participant deferral / active EE | $5,388 | $4,236+27.2% | $2,886+86.7% | $6,688-19.4% |
| Admin fee / account holder | $0 | $7,863-100.0% | $4,713-100.0% | $13,397-100.0% |