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 | $233,373 | $112,881+106.7% | $90,951+156.6% | $158,922+46.8% |
| Participation rate | 25.0% | 74.7%-49.7pp | 69.0%-44.0pp | 82.0%-57.0pp |
| Annual return | 13.63% | 215.79%-202.2pp | 134.60%-121.0pp | 302.83%-289.2pp |
| Employer contribution / active EE | $2,375 | $2,893-17.9% | $2,122+11.9% | $4,761-50.1% |
| Participant deferral / active EE | $6,500 | $4,128+57.5% | $3,373+92.7% | $5,982+8.7% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |