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 | $171,128 | $100,852+69.7% | $90,404+89.3% | $158,922+7.7% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.7%-10.2pp | 82.0%-19.5pp |
| Annual return | 17.16% | 1724.20%-1707.0pp | 1293.02%-1275.9pp | 302.83%-285.7pp |
| Employer contribution / active EE | $918 | $3,689-75.1% | $3,262-71.8% | $4,761-80.7% |
| Participant deferral / active EE | $4,247 | $4,348-2.3% | $3,963+7.2% | $5,982-29.0% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |