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 | $209,560 | $88,751+136.1% | $81,812+156.2% | $145,922+43.6% |
| Participation rate | 53.3% | 75.0%-21.7pp | 72.3%-19.0pp | 80.3%-26.9pp |
| Annual return | 15.46% | 1025.40%-1009.9pp | 773.79%-758.3pp | 561.29%-545.8pp |
| Employer contribution / active EE | $2,616 | $3,083-15.2% | $2,912-10.2% | $4,660-43.9% |
| Participant deferral / active EE | $8,111 | $4,643+74.7% | $4,319+87.8% | $6,688+21.3% |
| Admin fee / account holder | $76 | $8,415-99.1% | $7,386-99.0% | $13,397-99.4% |