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 | $72,361 | $68,097+6.3% | $62,929+15.0% | $137,256-47.3% |
| Participation rate | 57.1% | 77.4%-20.3pp | 73.1%-16.0pp | 80.0%-22.8pp |
| Annual return | 16.72% | 1859.11%-1842.4pp | 1063.93%-1047.2pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,636 | $2,811-41.8% | $2,505-34.7% | $4,156-60.6% |
| Participant deferral / active EE | $2,927 | $4,553-35.7% | $3,888-24.7% | $6,407-54.3% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |