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 | $175,234 | $96,305+82.0% | $80,569+117.5% | $139,434+25.7% |
| Participation rate | 33.3% | 73.6%-40.3pp | 67.0%-33.7pp | 80.3%-47.0pp |
| Annual return | 16.31% | 1350.08%-1333.8pp | 935.43%-919.1pp | 372.94%-356.6pp |
| Employer contribution / active EE | $1,178 | $3,262-63.9% | $2,723-56.8% | $4,751-75.2% |
| Participant deferral / active EE | $5,783 | $5,232+10.5% | $4,447+30.0% | $6,710-13.8% |
| Admin fee / account holder | $15 | $6,599-99.8% | $5,377-99.7% | $11,403-99.9% |