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 | $229,095 | $98,750+132.0% | $149,696+53.0% | $79,858+186.9% |
| Participation rate | 32.0% | 75.8%-43.8pp | 82.5%-50.5pp | 69.6%-37.6pp |
| Annual return | 20.51% | 27.43%-6.9pp | 276.60%-256.1pp | 31.71%-11.2pp |
| Employer contribution / active EE | $1,035 | $3,216-67.8% | $4,644-77.7% | $2,471-58.1% |
| Participant deferral / active EE | $2,720 | $5,680-52.1% | $6,842-60.2% | $3,740-27.3% |
| Admin fee / account holder | $18 | $6,053-99.7% | $9,309-99.8% | $5,306-99.7% |