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 | $140,057 | $124,185+12.8% | $108,410+29.2% | $167,490-16.4% |
| Participation rate | 44.4% | 82.3%-37.8pp | 80.1%-35.7pp | 82.1%-37.7pp |
| Annual return | 12.48% | 1379.64%-1367.2pp | 905.27%-892.8pp | 478.56%-466.1pp |
| Employer contribution / active EE | $1,741 | $4,187-58.4% | $3,558-51.1% | $4,837-64.0% |
| Participant deferral / active EE | $2,838 | $6,908-58.9% | $6,563-56.8% | $6,341-55.2% |
| Admin fee / account holder | $17 | $9,455-99.8% | $7,295-99.8% | $12,309-99.9% |