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 | $174,033 | $105,998+64.2% | $92,233+88.7% | $147,584+17.9% |
| Participation rate | 58.8% | 80.4%-21.6pp | 76.5%-17.7pp | 82.8%-24.0pp |
| Annual return | 14.88% | 50.05%-35.2pp | 176.28%-161.4pp | 578.55%-563.7pp |
| Employer contribution / active EE | $1,776 | $4,333-59.0% | $3,679-51.7% | $4,876-63.6% |
| Participant deferral / active EE | $5,909 | $4,478+32.0% | $3,897+51.6% | $5,439+8.7% |
| Admin fee / account holder | $32 | $6,332-99.5% | $5,194-99.4% | $10,885-99.7% |