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 | $217,286 | $111,754+94.4% | $103,333+110.3% | $145,922+48.9% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-46.9pp |
| Annual return | 19.79% | 24.77%-5.0pp | 24.88%-5.1pp | 561.29%-541.5pp |
| Employer contribution / active EE | $1,342 | $4,212-68.1% | $3,868-65.3% | $4,660-71.2% |
| Participant deferral / active EE | $6,329 | $5,619+12.6% | $5,057+25.1% | $6,688-5.4% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |