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 | $130,506 | $99,020+31.8% | $86,590+50.7% | $147,584-11.6% |
| Participation rate | 42.9% | 76.3%-33.5pp | 73.5%-30.7pp | 82.8%-40.0pp |
| Annual return | 65.62% | 1312.34%-1246.7pp | 964.84%-899.2pp | 578.55%-512.9pp |
| Employer contribution / active EE | $1,925 | $3,132-38.5% | $2,839-32.2% | $4,876-60.5% |
| Participant deferral / active EE | $6,664 | $3,972+67.8% | $3,609+84.7% | $5,439+22.5% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |