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 | $100,883 | $96,305+4.8% | $80,569+25.2% | $139,434-27.6% |
| Participation rate | 64.3% | 73.6%-9.3pp | 67.0%-2.7pp | 80.3%-16.0pp |
| Annual return | 22.62% | 1350.08%-1327.5pp | 935.43%-912.8pp | 372.94%-350.3pp |
| Employer contribution / active EE | $11,681 | $3,262+258.1% | $2,723+328.9% | $4,751+145.9% |
| Participant deferral / active EE | $9,252 | $5,232+76.8% | $4,447+108.0% | $6,710+37.9% |
| Admin fee / account holder | $13 | $6,599-99.8% | $5,377-99.8% | $11,403-99.9% |