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 | $182,473 | $144,119+26.6% | $117,854+54.8% | $147,584+23.6% |
| Participation rate | 60.0% | 83.4%-23.4pp | 79.7%-19.7pp | 82.8%-22.8pp |
| Annual return | 14.96% | 531.15%-516.2pp | 335.08%-320.1pp | 578.55%-563.6pp |
| Employer contribution / active EE | $1,908 | $4,896-61.0% | $3,786-49.6% | $4,876-60.9% |
| Participant deferral / active EE | $5,548 | $5,316+4.4% | $4,482+23.8% | $5,439+2.0% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |