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 | $209,951 | $107,334+95.6% | $92,893+126.0% | $152,861+37.3% |
| Participation rate | 54.5% | 79.8%-25.2pp | 76.0%-21.5pp | 82.4%-27.9pp |
| Annual return | 21.02% | 145.58%-124.6pp | 109.41%-88.4pp | 345.32%-324.3pp |
| Employer contribution / active EE | $1,610 | $4,221-61.9% | $3,653-55.9% | $4,762-66.2% |
| Participant deferral / active EE | $6,040 | $4,845+24.7% | $4,236+42.6% | $5,850+3.2% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |