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 | $217,888 | $109,327+99.3% | $89,391+143.7% | $158,922+37.1% |
| Participation rate | 35.7% | 74.3%-38.5pp | 68.0%-32.3pp | 82.0%-46.2pp |
| Annual return | 19.58% | 345.68%-326.1pp | 245.62%-226.0pp | 302.83%-283.2pp |
| Employer contribution / active EE | $1,495 | $3,170-52.8% | $2,586-42.2% | $4,761-68.6% |
| Participant deferral / active EE | $6,908 | $4,598+50.2% | $3,890+77.6% | $5,982+15.5% |
| Admin fee / account holder | $160 | $6,153-97.4% | $4,881-96.7% | $11,246-98.6% |