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 | $125,241 | $83,337+50.3% | $67,834+84.6% | $273,961-54.3% |
| Participation rate | 50.0% | 76.4%-26.4pp | 68.8%-18.8pp | 83.0%-33.0pp |
| Annual return | 46.64% | 259.45%-212.8pp | 138.47%-91.8pp | 41.45%+5.2pp |
| Employer contribution / active EE | $512 | $3,287-84.4% | $2,403-78.7% | $4,869-89.5% |
| Participant deferral / active EE | $1,425 | $4,088-65.1% | $3,160-54.9% | $5,287-73.0% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |