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 | $157,938 | $99,877+58.1% | $84,966+85.9% | $145,922+8.2% |
| Participation rate | 18.2% | 74.1%-55.9pp | 67.5%-49.3pp | 80.3%-62.1pp |
| Annual return | 18.82% | 83.76%-64.9pp | 66.38%-47.6pp | 561.29%-542.5pp |
| Employer contribution / active EE | $1,285 | $3,231-60.2% | $2,727-52.9% | $4,660-72.4% |
| Participant deferral / active EE | $4,727 | $5,291-10.6% | $4,519+4.6% | $6,688-29.3% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |