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 | $238,908 | $109,327+118.5% | $89,391+167.3% | $158,922+50.3% |
| Participation rate | 45.5% | 74.3%-28.8pp | 68.0%-22.5pp | 82.0%-36.5pp |
| Annual return | 17.54% | 345.68%-328.1pp | 245.62%-228.1pp | 302.83%-285.3pp |
| Employer contribution / active EE | $843 | $3,170-73.4% | $2,586-67.4% | $4,761-82.3% |
| Participant deferral / active EE | $5,028 | $4,598+9.3% | $3,890+29.2% | $5,982-16.0% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |