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 9-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 | $125,067 | $29,667+321.6% | $56,441+121.6% | $80,874+54.6% |
| Participation rate | 16.7% | 41.7%-25.0pp | 52.5%-35.8pp | 67.6%-51.0pp |
| Annual return | 140.54% | 35.22%+105.3pp | 1704.21%-1563.7pp | 35.62%+104.9pp |
| Employer contribution / active EE | $237 | $669-64.6% | $1,039-77.2% | $2,756-91.4% |
| Participant deferral / active EE | $252 | $1,227-79.5% | $1,953-87.1% | $4,297-94.1% |
| Admin fee / account holder | $0 | $2,429-100.0% | $2,829-100.0% | $6,935-100.0% |