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 | $138,522 | $99,020+39.9% | $86,590+60.0% | $147,584-6.1% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 18.02% | 1312.34%-1294.3pp | 964.84%-946.8pp | 578.55%-560.5pp |
| Employer contribution / active EE | $3,375 | $3,132+7.8% | $2,839+18.9% | $4,876-30.8% |
| Participant deferral / active EE | $9,080 | $3,972+128.6% | $3,609+151.6% | $5,439+67.0% |
| Admin fee / account holder | -$42 | $5,710-100.7% | $4,906-100.9% | $10,885-100.4% |