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 | $169,320 | $97,757+73.2% | $83,848+101.9% | $135,375+25.1% |
| Participation rate | 42.9% | 80.0%-37.1pp | 76.1%-33.3pp | 82.6%-39.8pp |
| Annual return | 1.56% | 1287.37%-1285.8pp | 850.88%-849.3pp | 519.73%-518.2pp |
| Employer contribution / active EE | $947 | $4,222-77.6% | $3,631-73.9% | $4,779-80.2% |
| Participant deferral / active EE | $7,000 | $4,682+49.5% | $4,082+71.5% | $5,609+24.8% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |