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 | $237,137 | $112,096+111.5% | $95,952+147.1% | $158,922+49.2% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 19.91% | 171.09%-151.2pp | 91.61%-71.7pp | 302.83%-282.9pp |
| Employer contribution / active EE | $2,695 | $3,198-15.7% | $2,541+6.1% | $4,761-43.4% |
| Participant deferral / active EE | $9,270 | $4,784+93.8% | $4,167+122.5% | $5,982+55.0% |
| Admin fee / account holder | $169 | $10,130-98.3% | $6,795-97.5% | $11,246-98.5% |