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 | $166,020 | $102,604+61.8% | $86,188+92.6% | $139,434+19.1% |
| Participation rate | 36.8% | 74.5%-37.7pp | 69.0%-32.1pp | 80.3%-43.5pp |
| Annual return | 18.98% | 1922.51%-1903.5pp | 1168.45%-1149.5pp | 372.94%-354.0pp |
| Employer contribution / active EE | $816 | $3,032-73.1% | $2,380-65.7% | $4,751-82.8% |
| Participant deferral / active EE | $4,597 | $4,676-1.7% | $3,985+15.4% | $6,710-31.5% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |