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 | $148,866 | $102,604+45.1% | $86,188+72.7% | $139,434+6.8% |
| Participation rate | 42.9% | 74.5%-31.6pp | 69.0%-26.1pp | 80.3%-37.5pp |
| Annual return | 13.02% | 1922.51%-1909.5pp | 1168.45%-1155.4pp | 372.94%-359.9pp |
| Employer contribution / active EE | $1,575 | $3,032-48.1% | $2,380-33.8% | $4,751-66.9% |
| Participant deferral / active EE | $4,714 | $4,676+0.8% | $3,985+18.3% | $6,710-29.7% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |