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 7-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 | $169,227 | $45,566+271.4% | $64,105+164.0% | $59,632+183.8% |
| Participation rate | 14.7% | 60.2%-45.5pp | 68.2%-53.5pp | 68.7%-54.0pp |
| Annual return | 4.26% | 4.95%-0.7pp | 791.24%-787.0pp | 2041.28%-2037.0pp |
| Employer contribution / active EE | $330 | $934-64.7% | $1,820-81.9% | $2,203-85.0% |
| Participant deferral / active EE | $967 | $2,057-53.0% | $2,822-65.7% | $3,192-69.7% |
| Admin fee / account holder | $0 | $3,268-100.0% | $4,499-100.0% | $4,297-100.0% |