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 | $192,388 | $70,606+172.5% | $53,898+257.0% | $142,382+35.1% |
| Participation rate | 25.0% | 63.7%-38.7pp | 55.0%-30.0pp | 80.1%-55.1pp |
| Annual return | 20.34% | 619.81%-599.5pp | 528.60%-508.3pp | 217.08%-196.7pp |
| Employer contribution / active EE | $537 | $1,202-55.3% | $932-42.3% | $4,299-87.5% |
| Participant deferral / active EE | $2,681 | $2,364+13.4% | $1,826+46.8% | $6,507-58.8% |
| Admin fee / account holder | $100 | $2,852-96.5% | $2,491-96.0% | $12,624-99.2% |