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 | $230,068 | $112,096+105.2% | $95,952+139.8% | $158,922+44.8% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 22.00% | 171.09%-149.1pp | 91.61%-69.6pp | 302.83%-280.8pp |
| Employer contribution / active EE | $12,706 | $3,198+297.3% | $2,541+400.0% | $4,761+166.9% |
| Participant deferral / active EE | $6,593 | $4,784+37.8% | $4,167+58.2% | $5,982+10.2% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |