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 | $105,344 | $74,888+40.7% | $71,209+47.9% | $142,382-26.0% |
| Participation rate | 46.2% | 76.2%-30.1pp | 73.8%-27.6pp | 80.1%-34.0pp |
| Annual return | 16.54% | 345.14%-328.6pp | 282.51%-266.0pp | 217.08%-200.5pp |
| Employer contribution / active EE | $2,212 | $2,854-22.5% | $2,721-18.7% | $4,299-48.5% |
| Participant deferral / active EE | $6,822 | $4,454+53.1% | $4,175+63.4% | $6,507+4.8% |
| Admin fee / account holder | $23 | $5,568-99.6% | $5,349-99.6% | $12,624-99.8% |