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 10-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 | $92,328 | $30,400+203.7% | $53,898+71.3% | $84,808+8.9% |
| Participation rate | 18.6% | 46.4%-27.8pp | 55.0%-36.4pp | 68.3%-49.7pp |
| Annual return | 18.00% | 500.19%-482.2pp | 528.60%-510.6pp | 40.90%-22.9pp |
| Employer contribution / active EE | $322 | $603-46.6% | $932-65.5% | $2,631-87.8% |
| Participant deferral / active EE | $1,493 | $1,199+24.5% | $1,826-18.3% | $4,212-64.6% |
| Admin fee / account holder | $7 | $1,993-99.7% | $2,491-99.7% | $7,344-99.9% |