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 | $212,635 | $114,047+86.4% | $96,139+121.2% | $167,490+27.0% |
| Participation rate | 60.0% | 75.1%-15.1pp | 68.4%-8.4pp | 82.1%-22.1pp |
| Annual return | 20.83% | 189.88%-169.1pp | 191.94%-171.1pp | 478.56%-457.7pp |
| Employer contribution / active EE | $2,649 | $3,427-22.7% | $2,797-5.3% | $4,837-45.2% |
| Participant deferral / active EE | $6,443 | $5,194+24.1% | $4,349+48.2% | $6,341+1.6% |
| Admin fee / account holder | $0 | $6,897-100.0% | $5,537-100.0% | $12,309-100.0% |