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 | $225,772 | $74,888+201.5% | $71,209+217.1% | $142,382+58.6% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 17.05% | 345.14%-328.1pp | 282.51%-265.5pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,291 | $2,854-19.7% | $2,721-15.8% | $4,299-46.7% |
| Participant deferral / active EE | $4,683 | $4,454+5.1% | $4,175+12.2% | $6,507-28.0% |
| Admin fee / account holder | $20 | $5,568-99.6% | $5,349-99.6% | $12,624-99.8% |