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 5-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 | $88,368 | $81,625+8.3% | $58,482+51.1% | $139,434-36.6% |
| Participation rate | 50.0% | 61.3%-11.3pp | 50.9%-0.9pp | 80.3%-30.3pp |
| Annual return | 27.39% | 7404.20%-7376.8pp | 4239.32%-4211.9pp | 372.94%-345.5pp |
| Employer contribution / active EE | $467 | $1,398-66.6% | $1,053-55.7% | $4,751-90.2% |
| Participant deferral / active EE | $1,749 | $2,557-31.6% | $1,924-9.1% | $6,710-73.9% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |