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 8-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 | $176,903 | $48,570+264.2% | $130,648+35.4% | $72,985+142.4% |
| Participation rate | 6.9% | 58.6%-51.7pp | 71.7%-64.8pp | 69.5%-62.6pp |
| Annual return | 25.72% | 38.63%-12.9pp | 1708.96%-1683.2pp | 81.00%-55.3pp |
| Employer contribution / active EE | $528 | $1,334-60.4% | $4,092-87.1% | $2,440-78.3% |
| Participant deferral / active EE | $1,310 | $2,384-45.0% | $3,603-63.6% | $3,607-63.7% |
| Admin fee / account holder | $0 | $3,549-100.0% | $5,464-100.0% | $5,124-100.0% |