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 9-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 | $202,664 | $109,817+84.5% | $98,442+105.9% | $167,490+21.0% |
| Participation rate | 14.3% | 75.8%-61.5pp | 73.3%-59.1pp | 82.1%-67.8pp |
| Annual return | 19.30% | 1956.69%-1937.4pp | 1492.73%-1473.4pp | 478.56%-459.3pp |
| Employer contribution / active EE | $1,695 | $3,224-47.4% | $2,960-42.7% | $4,837-65.0% |
| Participant deferral / active EE | $2,832 | $4,673-39.4% | $4,276-33.8% | $6,341-55.3% |
| Admin fee / account holder | $120 | $6,753-98.2% | $5,949-98.0% | $12,309-99.0% |