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 | $218,757 | $109,327+100.1% | $89,391+144.7% | $158,922+37.7% |
| Participation rate | 62.5% | 74.3%-11.8pp | 68.0%-5.5pp | 82.0%-19.5pp |
| Annual return | 17.51% | 345.68%-328.2pp | 245.62%-228.1pp | 302.83%-285.3pp |
| Employer contribution / active EE | $2,509 | $3,170-20.8% | $2,586-2.9% | $4,761-47.3% |
| Participant deferral / active EE | $8,590 | $4,598+86.8% | $3,890+120.8% | $5,982+43.6% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |