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 | $120,085 | $96,635+24.3% | $86,612+38.6% | $139,434-13.9% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 20.16% | 106.41%-86.3pp | 591.07%-570.9pp | 372.94%-352.8pp |
| Employer contribution / active EE | $3,237 | $3,263-0.8% | $3,022+7.1% | $4,751-31.9% |
| Participant deferral / active EE | $7,386 | $4,836+52.7% | $4,438+66.4% | $6,710+10.1% |
| Admin fee / account holder | $60 | $6,408-99.1% | $5,614-98.9% | $11,403-99.5% |