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 | $95,262 | $30,400+213.4% | $53,898+76.7% | $84,808+12.3% |
| Participation rate | 12.0% | 46.4%-34.4pp | 55.0%-43.0pp | 68.3%-56.3pp |
| Annual return | 17.58% | 500.19%-482.6pp | 528.60%-511.0pp | 40.90%-23.3pp |
| Employer contribution / active EE | $448 | $603-25.6% | $932-51.9% | $2,631-83.0% |
| Participant deferral / active EE | $732 | $1,199-38.9% | $1,826-59.9% | $4,212-82.6% |
| Admin fee / account holder | $0 | $1,993-100.0% | $2,491-100.0% | $7,344-100.0% |