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 | $246,463 | $100,004+146.5% | $81,438+202.6% | $145,959+68.9% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.5%-2.8pp | 80.3%-13.6pp |
| Annual return | 24.74% | 34.34%-9.6pp | 24.74%0pp | 561.95%-537.2pp |
| Employer contribution / active EE | $760 | $2,970-74.4% | $2,460-69.1% | $4,661-83.7% |
| Participant deferral / active EE | $17,333 | $4,603+276.5% | $3,883+346.4% | $6,689+159.2% |
| Admin fee / account holder | $0 | $8,202-100.0% | $5,764-100.0% | $13,398-100.0% |