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 | $213,036 | $100,852+111.2% | $90,404+135.6% | $158,922+34.1% |
| Participation rate | 36.4% | 75.0%-38.7pp | 72.7%-36.3pp | 82.0%-45.6pp |
| Annual return | 21.17% | 1724.20%-1703.0pp | 1293.02%-1271.8pp | 302.83%-281.7pp |
| Employer contribution / active EE | $351 | $3,689-90.5% | $3,262-89.2% | $4,761-92.6% |
| Participant deferral / active EE | $4,823 | $4,348+10.9% | $3,963+21.7% | $5,982-19.4% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |