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 | $234,406 | $97,744+139.8% | $103,476+126.5% | $145,922+60.6% |
| Participation rate | 50.0% | 81.1%-31.1pp | 80.5%-30.5pp | 80.3%-30.3pp |
| Annual return | 10.58% | 25.41%-14.8pp | 23.90%-13.3pp | 561.29%-550.7pp |
| Employer contribution / active EE | $4,250 | $4,677-9.1% | $4,672-9.0% | $4,660-8.8% |
| Participant deferral / active EE | $15,250 | $6,603+130.9% | $6,623+130.3% | $6,688+128.0% |
| Admin fee / account holder | $20 | $12,515-99.8% | $9,413-99.8% | $13,397-99.9% |