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 | $240,483 | $106,890+125.0% | $84,015+186.2% | $152,861+57.3% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.3pp | 82.4%-15.8pp |
| Annual return | 19.46% | 104.99%-85.5pp | 71.31%-51.8pp | 345.32%-325.9pp |
| Employer contribution / active EE | $2,985 | $2,734+9.2% | $1,983+50.5% | $4,762-37.3% |
| Participant deferral / active EE | $8,765 | $4,011+118.5% | $3,239+170.6% | $5,850+49.8% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |