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 | $204,697 | $70,756+189.3% | $65,493+212.5% | $142,382+43.8% |
| Participation rate | 62.5% | 77.4%-14.9pp | 73.1%-10.6pp | 80.1%-17.6pp |
| Annual return | 17.04% | 1754.89%-1737.8pp | 982.45%-965.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $3,113 | $2,881+8.1% | $2,574+20.9% | $4,299-27.6% |
| Participant deferral / active EE | $7,932 | $4,637+71.0% | $3,961+100.2% | $6,507+21.9% |
| Admin fee / account holder | $73 | $6,559-98.9% | $5,028-98.5% | $12,624-99.4% |