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 | $65,200 | $30,400+114.5% | $53,898+21.0% | $84,808-23.1% |
| Participation rate | 5.6% | 46.4%-40.9pp | 55.0%-49.4pp | 68.3%-62.8pp |
| Annual return | 19.62% | 500.19%-480.6pp | 528.60%-509.0pp | 40.90%-21.3pp |
| Employer contribution / active EE | $92 | $603-84.8% | $932-90.1% | $2,631-96.5% |
| Participant deferral / active EE | $896 | $1,199-25.3% | $1,826-51.0% | $4,212-78.7% |
| Admin fee / account holder | $0 | $1,993-100.0% | $2,491-100.0% | $7,344-100.0% |