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 | $123,150 | $183,963-33.1% | $162,163-24.1% | $152,861-19.4% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.6%-27.6pp | 82.4%-22.4pp |
| Annual return | 32.08% | 150.76%-118.7pp | 115.59%-83.5pp | 345.32%-313.2pp |
| Employer contribution / active EE | $8,362 | $6,371+31.3% | $5,614+49.0% | $4,762+75.6% |
| Participant deferral / active EE | $8,362 | $8,034+4.1% | $7,298+14.6% | $5,850+42.9% |
| Admin fee / account holder | $2 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |