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 | $167,524 | $96,305+74.0% | $80,569+107.9% | $139,434+20.1% |
| Participation rate | 42.9% | 73.6%-30.8pp | 67.0%-24.1pp | 80.3%-37.5pp |
| Annual return | 22.73% | 1350.08%-1327.4pp | 935.43%-912.7pp | 372.94%-350.2pp |
| Employer contribution / active EE | $1,187 | $3,262-63.6% | $2,723-56.4% | $4,751-75.0% |
| Participant deferral / active EE | $9,584 | $5,232+83.2% | $4,447+115.5% | $6,710+42.8% |
| Admin fee / account holder | $30 | $6,599-99.5% | $5,377-99.4% | $11,403-99.7% |