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 | $165,405 | $102,604+61.2% | $86,188+91.9% | $139,434+18.6% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 24.21% | 1922.51%-1898.3pp | 1168.45%-1144.2pp | 372.94%-348.7pp |
| Employer contribution / active EE | $4,017 | $3,032+32.5% | $2,380+68.8% | $4,751-15.4% |
| Participant deferral / active EE | $8,942 | $4,676+91.2% | $3,985+124.4% | $6,710+33.3% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |