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 | $188,413 | $88,710+112.4% | $81,783+130.4% | $145,959+29.1% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 12.00% | 1027.26%-1015.3pp | 775.05%-763.1pp | 561.95%-549.9pp |
| Employer contribution / active EE | $2,081 | $3,083-32.5% | $2,913-28.6% | $4,661-55.4% |
| Participant deferral / active EE | $7,508 | $4,645+61.6% | $4,320+73.8% | $6,689+12.3% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |