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 | $155,937 | $74,888+108.2% | $71,209+119.0% | $142,382+9.5% |
| Participation rate | 42.9% | 76.2%-33.4pp | 73.8%-30.9pp | 80.1%-37.3pp |
| Annual return | 15.98% | 345.14%-329.2pp | 282.51%-266.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,733 | $2,854-39.3% | $2,721-36.3% | $4,299-59.7% |
| Participant deferral / active EE | $9,599 | $4,454+115.5% | $4,175+129.9% | $6,507+47.5% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |