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 4-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 | $112,704 | $30,400+270.7% | $53,898+109.1% | $84,808+32.9% |
| Participation rate | 3.7% | 46.4%-42.7pp | 55.0%-51.3pp | 68.3%-64.6pp |
| Annual return | 21.42% | 500.19%-478.8pp | 528.60%-507.2pp | 40.90%-19.5pp |
| Employer contribution / active EE | $232 | $603-61.4% | $932-75.1% | $2,631-91.2% |
| Participant deferral / active EE | $1,053 | $1,199-12.1% | $1,826-42.3% | $4,212-75.0% |
| Admin fee / account holder | $0 | $1,993-100.0% | $2,491-100.0% | $7,344-100.0% |