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 | $213,915 | $102,966+107.8% | $90,281+136.9% | $152,861+39.9% |
| Participation rate | 28.6% | 75.9%-47.3pp | 73.3%-44.7pp | 82.4%-53.9pp |
| Annual return | 24.74% | 95.16%-70.4pp | 78.10%-53.4pp | 345.32%-320.6pp |
| Employer contribution / active EE | $1,458 | $3,139-53.6% | $2,854-48.9% | $4,762-69.4% |
| Participant deferral / active EE | $4,400 | $4,281+2.8% | $3,885+13.2% | $5,850-24.8% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |