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 | $164,497 | $107,334+53.3% | $92,893+77.1% | $152,861+7.6% |
| Participation rate | 22.2% | 79.8%-57.6pp | 76.0%-53.8pp | 82.4%-60.2pp |
| Annual return | 22.22% | 145.58%-123.4pp | 109.41%-87.2pp | 345.32%-323.1pp |
| Employer contribution / active EE | $845 | $4,221-80.0% | $3,653-76.9% | $4,762-82.3% |
| Participant deferral / active EE | $3,871 | $4,845-20.1% | $4,236-8.6% | $5,850-33.8% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |