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 6-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 | $195,310 | $158,398+23.3% | $126,539+54.3% | $142,382+37.2% |
| Participation rate | 37.5% | 75.8%-38.3pp | 69.8%-32.3pp | 80.1%-42.6pp |
| Annual return | 18.18% | 593.76%-575.6pp | 425.95%-407.8pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,500 | $4,650-67.7% | $3,674-59.2% | $4,299-65.1% |
| Participant deferral / active EE | $7,318 | $4,767+53.5% | $4,083+79.3% | $6,507+12.5% |
| Admin fee / account holder | $177 | $6,918-97.4% | $6,065-97.1% | $12,624-98.6% |