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 6-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 | $53,651 | $109,817-51.1% | $98,442-45.5% | $167,490-68.0% |
| Participation rate | 0.0% | 75.8%-75.8pp | 73.3%-73.3pp | 82.1%-82.1pp |
| Annual return | 18.50% | 1956.69%-1938.2pp | 1492.73%-1474.2pp | 478.56%-460.1pp |
| Employer contribution / active EE | $4,765 | $3,224+47.8% | $2,960+61.0% | $4,837-1.5% |
| Participant deferral / active EE | $7,148 | $4,673+53.0% | $4,276+67.2% | $6,341+12.7% |
| Admin fee / account holder | $211 | $6,753-96.9% | $5,949-96.5% | $12,309-98.3% |