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 | $242,937 | $57,281+324.1% | $86,612+180.5% | $75,163+223.2% |
| Participation rate | 9.8% | 63.2%-53.4pp | 71.7%-61.9pp | 67.2%-57.4pp |
| Annual return | 15.59% | 2670.75%-2655.2pp | 591.07%-575.5pp | 160.62%-145.0pp |
| Employer contribution / active EE | $624 | $2,314-73.0% | $3,022-79.3% | $2,670-76.6% |
| Participant deferral / active EE | $2,442 | $3,318-26.4% | $4,438-45.0% | $4,125-40.8% |
| Admin fee / account holder | $0 | $4,112-100.0% | $5,614-100.0% | $5,651-100.0% |