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 | $233,612 | $100,852+131.6% | $90,404+158.4% | $158,922+47.0% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 19.74% | 1724.20%-1704.5pp | 1293.02%-1273.3pp | 302.83%-283.1pp |
| Employer contribution / active EE | $1,500 | $3,689-59.3% | $3,262-54.0% | $4,761-68.5% |
| Participant deferral / active EE | $7,999 | $4,348+84.0% | $3,963+101.8% | $5,982+33.7% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |