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 | $160,313 | $99,020+61.9% | $86,590+85.1% | $147,584+8.6% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 19.67% | 1312.34%-1292.7pp | 964.84%-945.2pp | 578.55%-558.9pp |
| Employer contribution / active EE | $820 | $3,132-73.8% | $2,839-71.1% | $4,876-83.2% |
| Participant deferral / active EE | $3,312 | $3,972-16.6% | $3,609-8.2% | $5,439-39.1% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |