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 | $198,551 | $60,124+230.2% | $90,404+119.6% | $79,858+148.6% |
| Participation rate | 53.8% | 65.0%-11.1pp | 72.7%-18.8pp | 69.6%-15.8pp |
| Annual return | 56.77% | 71.94%-15.2pp | 1293.02%-1236.2pp | 31.71%+25.1pp |
| Employer contribution / active EE | $1,006 | $2,068-51.3% | $3,262-69.2% | $2,471-59.3% |
| Participant deferral / active EE | $1,334 | $2,938-54.6% | $3,963-66.3% | $3,740-64.3% |
| Admin fee / account holder | $25 | $3,976-99.4% | $5,611-99.6% | $5,306-99.5% |