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 | $237,753 | $90,348+163.2% | $75,972+212.9% | $145,922+62.9% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 14.45% | 620.88%-606.4pp | 359.55%-345.1pp | 561.29%-546.8pp |
| Employer contribution / active EE | $2,089 | $3,311-36.9% | $2,685-22.2% | $4,660-55.2% |
| Participant deferral / active EE | $6,578 | $5,162+27.4% | $4,255+54.6% | $6,688-1.6% |
| Admin fee / account holder | $15 | $8,467-99.8% | $6,467-99.8% | $13,397-99.9% |