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 | $189,398 | $102,604+84.6% | $86,188+119.8% | $139,434+35.8% |
| Participation rate | 42.1% | 74.5%-32.4pp | 69.0%-26.9pp | 80.3%-38.2pp |
| Annual return | 17.65% | 1922.51%-1904.9pp | 1168.45%-1150.8pp | 372.94%-355.3pp |
| Employer contribution / active EE | $2,145 | $3,032-29.3% | $2,380-9.9% | $4,751-54.8% |
| Participant deferral / active EE | $4,515 | $4,676-3.4% | $3,985+13.3% | $6,710-32.7% |
| Admin fee / account holder | $32 | $8,657-99.6% | $6,852-99.5% | $11,403-99.7% |