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 5-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 | $190,262 | $127,264+49.5% | $109,895+73.1% | $167,490+13.6% |
| Participation rate | 57.1% | 77.9%-20.7pp | 74.2%-17.1pp | 82.1%-25.0pp |
| Annual return | 16.63% | 22.97%-6.3pp | 29.45%-12.8pp | 478.56%-461.9pp |
| Employer contribution / active EE | $10,376 | $3,322+212.3% | $2,842+265.1% | $4,837+114.5% |
| Participant deferral / active EE | $10,714 | $4,514+137.4% | $4,048+164.7% | $6,341+69.0% |
| Admin fee / account holder | $5 | $7,114-99.9% | $6,066-99.9% | $12,309-100.0% |