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 | $182,096 | $111,724+63.0% | $93,606+94.5% | $145,922+24.8% |
| Participation rate | 31.6% | 74.2%-42.6pp | 68.7%-37.1pp | 80.3%-48.7pp |
| Annual return | 14.43% | 202.98%-188.5pp | 133.20%-118.8pp | 561.29%-546.9pp |
| Employer contribution / active EE | $1,955 | $3,090-36.7% | $2,420-19.2% | $4,660-58.0% |
| Participant deferral / active EE | $4,723 | $4,912-3.8% | $4,411+7.1% | $6,688-29.4% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |