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 | $89,292 | $70,756+26.2% | $65,493+36.3% | $142,382-37.3% |
| Participation rate | 44.4% | 77.4%-32.9pp | 73.1%-28.6pp | 80.1%-35.7pp |
| Annual return | 12.40% | 1754.89%-1742.5pp | 982.45%-970.0pp | 217.08%-204.7pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,363 | $4,637-5.9% | $3,961+10.1% | $6,507-33.0% |
| Admin fee / account holder | $267 | $6,559-95.9% | $5,028-94.7% | $12,624-97.9% |