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 | $179,240 | $102,966+74.1% | $90,281+98.5% | $152,861+17.3% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 28.52% | 95.16%-66.6pp | 78.10%-49.6pp | 345.32%-316.8pp |
| Employer contribution / active EE | $1,637 | $3,139-47.9% | $2,854-42.7% | $4,762-65.6% |
| Participant deferral / active EE | $8,727 | $4,281+103.8% | $3,885+124.6% | $5,850+49.2% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |