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 | $187,260 | $156,846+19.4% | $121,098+54.6% | $139,434+34.3% |
| Participation rate | 33.3% | 76.4%-43.1pp | 69.5%-36.2pp | 80.3%-47.0pp |
| Annual return | 19.17% | 1474.56%-1455.4pp | 985.75%-966.6pp | 372.94%-353.8pp |
| Employer contribution / active EE | $2,100 | $5,536-62.1% | $4,164-49.6% | $4,751-55.8% |
| Participant deferral / active EE | $6,200 | $4,844+28.0% | $4,080+52.0% | $6,710-7.6% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |