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 7-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 | $75,863 | $109,327-30.6% | $89,391-15.1% | $158,922-52.3% |
| Participation rate | 0.0% | 74.3%-74.3pp | 68.0%-68.0pp | 82.0%-82.0pp |
| Annual return | 21.93% | 345.68%-323.7pp | 245.62%-223.7pp | 302.83%-280.9pp |
| Employer contribution / active EE | $2,151 | $3,170-32.1% | $2,586-16.8% | $4,761-54.8% |
| Participant deferral / active EE | $19,500 | $4,598+324.1% | $3,890+401.3% | $5,982+226.0% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |