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 | $144,325 | $96,305+49.9% | $80,569+79.1% | $139,434+3.5% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 19.94% | 1350.08%-1330.1pp | 935.43%-915.5pp | 372.94%-353.0pp |
| Employer contribution / active EE | $6,310 | $3,262+93.4% | $2,723+131.7% | $4,751+32.8% |
| Participant deferral / active EE | $6,925 | $5,232+32.4% | $4,447+55.7% | $6,710+3.2% |
| Admin fee / account holder | $20 | $6,599-99.7% | $5,377-99.6% | $11,403-99.8% |