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 | $179,946 | $112,096+60.5% | $95,952+87.5% | $158,922+13.2% |
| Participation rate | 37.5% | 79.0%-41.5pp | 77.1%-39.6pp | 82.0%-44.5pp |
| Annual return | 17.55% | 171.09%-153.5pp | 91.61%-74.1pp | 302.83%-285.3pp |
| Employer contribution / active EE | $2,000 | $3,198-37.5% | $2,541-21.3% | $4,761-58.0% |
| Participant deferral / active EE | $5,105 | $4,784+6.7% | $4,167+22.5% | $5,982-14.7% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |