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 7-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 | $161,388 | $96,305+67.6% | $80,569+100.3% | $139,434+15.7% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 13.10% | 1350.08%-1337.0pp | 935.43%-922.3pp | 372.94%-359.8pp |
| Employer contribution / active EE | $2,653 | $3,262-18.7% | $2,723-2.6% | $4,751-44.2% |
| Participant deferral / active EE | $13,712 | $5,232+162.1% | $4,447+208.3% | $6,710+104.4% |
| Admin fee / account holder | $90 | $6,599-98.6% | $5,377-98.3% | $11,403-99.2% |