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 | $231,037 | $68,097+239.3% | $62,929+267.1% | $137,256+68.3% |
| Participation rate | 33.3% | 77.4%-44.1pp | 73.1%-39.8pp | 80.0%-46.6pp |
| Annual return | 16.19% | 1859.11%-1842.9pp | 1063.93%-1047.7pp | 220.34%-204.1pp |
| Employer contribution / active EE | $755 | $2,811-73.1% | $2,505-69.9% | $4,156-81.8% |
| Participant deferral / active EE | $4,503 | $4,553-1.1% | $3,888+15.8% | $6,407-29.7% |
| Admin fee / account holder | $24 | $6,521-99.6% | $5,065-99.5% | $12,270-99.8% |