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 6-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 | $194,257 | $159,901+21.5% | $146,958+32.2% | $145,922+33.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 39.67% | 98.13%-58.5pp | 418.34%-378.7pp | 561.29%-521.6pp |
| Employer contribution / active EE | $2,400 | $5,286-54.6% | $4,933-51.3% | $4,660-48.5% |
| Participant deferral / active EE | $9,300 | $8,428+10.3% | $8,070+15.2% | $6,688+39.1% |
| Admin fee / account holder | $30 | $15,044-99.8% | $12,998-99.8% | $13,397-99.8% |