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 | $122,111 | $202,318-39.6% | $172,739-29.3% | $152,861-20.1% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 27.55% | 1029.65%-1002.1pp | 802.84%-775.3pp | 345.32%-317.8pp |
| Employer contribution / active EE | $1,540 | $5,856-73.7% | $5,143-70.1% | $4,762-67.7% |
| Participant deferral / active EE | $8,923 | $5,948+50.0% | $5,198+71.7% | $5,850+52.5% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |