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 4-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 | $73,864 | $30,400+143.0% | $53,898+37.0% | $84,808-12.9% |
| Participation rate | 3.1% | 46.4%-43.3pp | 55.0%-51.8pp | 68.3%-65.2pp |
| Annual return | 21.48% | 500.19%-478.7pp | 528.60%-507.1pp | 40.90%-19.4pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $465 | $1,199-61.2% | $1,826-74.6% | $4,212-89.0% |
| Admin fee / account holder | $277 | $1,993-86.1% | $2,491-88.9% | $7,344-96.2% |