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 | $223,066 | $118,849+87.7% | $96,562+131.0% | $167,490+33.2% |
| Participation rate | 54.5% | 75.5%-20.9pp | 69.8%-15.3pp | 82.1%-27.6pp |
| Annual return | 26.21% | 50.49%-24.3pp | 37.78%-11.6pp | 478.56%-452.3pp |
| Employer contribution / active EE | $1,645 | $3,120-47.3% | $2,356-30.2% | $4,837-66.0% |
| Participant deferral / active EE | $1,645 | $4,616-64.4% | $3,849-57.3% | $6,341-74.1% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |