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 | $180,471 | $106,890+68.8% | $84,015+114.8% | $152,861+18.1% |
| Participation rate | 42.9% | 75.2%-32.4pp | 69.0%-26.2pp | 82.4%-39.6pp |
| Annual return | 29.40% | 104.99%-75.6pp | 71.31%-41.9pp | 345.32%-315.9pp |
| Employer contribution / active EE | $2,480 | $2,734-9.3% | $1,983+25.0% | $4,762-47.9% |
| Participant deferral / active EE | $6,725 | $4,011+67.7% | $3,239+107.7% | $5,850+15.0% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |