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 | $177,839 | $65,409+171.9% | $98,442+80.7% | $85,850+107.2% |
| Participation rate | 11.4% | 65.0%-53.6pp | 73.3%-62.0pp | 69.3%-58.0pp |
| Annual return | 15.96% | 21.76%-5.8pp | 1492.73%-1476.8pp | 318.53%-302.6pp |
| Employer contribution / active EE | $440 | $2,168-79.7% | $2,960-85.1% | $2,565-82.8% |
| Participant deferral / active EE | $2,290 | $3,166-27.7% | $4,276-46.4% | $3,952-42.1% |
| Admin fee / account holder | $0 | $4,593-100.0% | $5,949-100.0% | $6,260-100.0% |