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 | $131,712 | $70,606+86.5% | $53,898+144.4% | $142,382-7.5% |
| Participation rate | 23.1% | 63.7%-40.6pp | 55.0%-31.9pp | 80.1%-57.0pp |
| Annual return | 15.05% | 619.81%-604.8pp | 528.60%-513.6pp | 217.08%-202.0pp |
| Employer contribution / active EE | $172 | $1,202-85.7% | $932-81.5% | $4,299-96.0% |
| Participant deferral / active EE | $2,451 | $2,364+3.7% | $1,826+34.2% | $6,507-62.3% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |