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 | $179,125 | $99,652+79.8% | $78,778+127.4% | $147,584+21.4% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 15.75% | 47.28%-31.5pp | 35.62%-19.9pp | 578.55%-562.8pp |
| Employer contribution / active EE | $2,112 | $2,796-24.5% | $1,986+6.4% | $4,876-56.7% |
| Participant deferral / active EE | $7,659 | $3,664+109.1% | $2,958+158.9% | $5,439+40.8% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |