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 | $187,912 | $107,334+75.1% | $92,893+102.3% | $152,861+22.9% |
| Participation rate | 53.3% | 79.8%-26.5pp | 76.0%-22.7pp | 82.4%-29.1pp |
| Annual return | 17.14% | 145.58%-128.4pp | 109.41%-92.3pp | 345.32%-328.2pp |
| Employer contribution / active EE | $1,477 | $4,221-65.0% | $3,653-59.6% | $4,762-69.0% |
| Participant deferral / active EE | $2,790 | $4,845-42.4% | $4,236-34.1% | $5,850-52.3% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |