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 | $230,498 | $124,185+85.6% | $108,410+112.6% | $167,490+37.6% |
| Participation rate | 53.8% | 82.3%-28.4pp | 80.1%-26.3pp | 82.1%-28.3pp |
| Annual return | 13.92% | 1379.64%-1365.7pp | 905.27%-891.4pp | 478.56%-464.6pp |
| Employer contribution / active EE | $2,278 | $4,187-45.6% | $3,558-36.0% | $4,837-52.9% |
| Participant deferral / active EE | $5,773 | $6,908-16.4% | $6,563-12.0% | $6,341-9.0% |
| Admin fee / account holder | $0 | $9,455-100.0% | $7,295-100.0% | $12,309-100.0% |