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 | $105,172 | $105,998-0.8% | $92,233+14.0% | $147,584-28.7% |
| Participation rate | 54.5% | 80.4%-25.9pp | 76.5%-21.9pp | 82.8%-28.3pp |
| Annual return | 18.00% | 50.05%-32.0pp | 176.28%-158.3pp | 578.55%-560.5pp |
| Employer contribution / active EE | $885 | $4,333-79.6% | $3,679-76.0% | $4,876-81.9% |
| Participant deferral / active EE | $4,947 | $4,478+10.5% | $3,897+27.0% | $5,439-9.0% |
| Admin fee / account holder | -$116 | $6,332-101.8% | $5,194-102.2% | $10,885-101.1% |