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 | $235,060 | $88,751+164.9% | $81,812+187.3% | $145,922+61.1% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.3%-32.3pp | 80.3%-40.3pp |
| Annual return | 15.67% | 1025.40%-1009.7pp | 773.79%-758.1pp | 561.29%-545.6pp |
| Employer contribution / active EE | $1,417 | $3,083-54.0% | $2,912-51.3% | $4,660-69.6% |
| Participant deferral / active EE | $9,200 | $4,643+98.1% | $4,319+113.0% | $6,688+37.6% |
| Admin fee / account holder | $215 | $8,415-97.5% | $7,386-97.1% | $13,397-98.4% |