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 | $231,912 | $76,738+202.2% | $56,411+311.1% | $145,922+58.9% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.1pp | 80.3%-46.9pp |
| Annual return | 13.01% | 2994.23%-2981.2pp | 1701.33%-1688.3pp | 561.29%-548.3pp |
| Employer contribution / active EE | $1,675 | $1,380+21.4% | $1,039+61.2% | $4,660-64.1% |
| Participant deferral / active EE | $6,060 | $2,623+131.1% | $1,952+210.5% | $6,688-9.4% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |