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 | $188,004 | $109,327+72.0% | $89,391+110.3% | $158,922+18.3% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.0%-1.3pp | 82.0%-15.3pp |
| Annual return | 48.66% | 345.68%-297.0pp | 245.62%-197.0pp | 302.83%-254.2pp |
| Employer contribution / active EE | $2,488 | $3,170-21.5% | $2,586-3.8% | $4,761-47.8% |
| Participant deferral / active EE | $2,606 | $4,598-43.3% | $3,890-33.0% | $5,982-56.4% |
| Admin fee / account holder | $195 | $6,153-96.8% | $4,881-96.0% | $11,246-98.3% |