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 8-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 | $69,370 | $83,826-17.2% | - | $147,584-53.0% |
| Participation rate | 50.0% | 69.4%-19.4pp | - | 82.8%-32.8pp |
| Annual return | 23.44% | 26.57%-3.1pp | - | 578.55%-555.1pp |
| Employer contribution / active EE | $1,248 | $3,042-59.0% | - | $4,876-74.4% |
| Participant deferral / active EE | $9,000 | $3,987+125.7% | - | $5,439+65.5% |
| Admin fee / account holder | $0 | $6,071-100.0% | - | $10,885-100.0% |