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 | $181,229 | $169,032+7.2% | $129,207+40.3% | $145,922+24.2% |
| Participation rate | 16.7% | 76.4%-59.8pp | 69.6%-52.9pp | 80.3%-63.6pp |
| Annual return | 7.79% | 14330.11%-14322.3pp | 9417.33%-9409.5pp | 561.29%-553.5pp |
| Employer contribution / active EE | $1,853 | $5,537-66.5% | $4,153-55.4% | $4,660-60.2% |
| Participant deferral / active EE | $5,083 | $4,987+1.9% | $4,168+22.0% | $6,688-24.0% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |