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 | $220,524 | $99,020+122.7% | $86,590+154.7% | $147,584+49.4% |
| Participation rate | 16.7% | 76.3%-59.7pp | 73.5%-56.9pp | 82.8%-66.2pp |
| Annual return | 24.50% | 1312.34%-1287.8pp | 964.84%-940.3pp | 578.55%-554.0pp |
| Employer contribution / active EE | $404 | $3,132-87.1% | $2,839-85.8% | $4,876-91.7% |
| Participant deferral / active EE | $2,078 | $3,972-47.7% | $3,609-42.4% | $5,439-61.8% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |