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 | $209,531 | $138,044+51.8% | $125,339+67.2% | $134,475+55.8% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -16.27% | 750.33%-766.6pp | 572.05%-588.3pp | 417.96%-434.2pp |
| Employer contribution / active EE | $4,667 | $5,243-11.0% | $4,814-3.1% | $4,740-1.5% |
| Participant deferral / active EE | $15,167 | $7,799+94.5% | $7,446+103.7% | $6,400+137.0% |
| Admin fee / account holder | $20 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |