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 | $95,175 | $104,486-8.9% | $76,817+23.9% | $152,861-37.7% |
| Participation rate | 30.8% | 76.6%-45.8pp | 72.1%-41.3pp | 82.4%-51.7pp |
| Annual return | 20.03% | 1013.37%-993.3pp | 1166.11%-1146.1pp | 345.32%-325.3pp |
| Employer contribution / active EE | $528 | $3,116-83.1% | $2,302-77.1% | $4,762-88.9% |
| Participant deferral / active EE | $844 | $4,236-80.1% | $3,336-74.7% | $5,850-85.6% |
| Admin fee / account holder | $0 | $12,275-100.0% | $6,420-100.0% | $11,596-100.0% |