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 | $136,982 | $105,998+29.2% | $92,233+48.5% | $147,584-7.2% |
| Participation rate | 53.8% | 80.4%-26.6pp | 76.5%-22.6pp | 82.8%-29.0pp |
| Annual return | 215.79% | 50.05%+165.7pp | 176.28%+39.5pp | 578.55%-362.8pp |
| Employer contribution / active EE | $2,716 | $4,333-37.3% | $3,679-26.2% | $4,876-44.3% |
| Participant deferral / active EE | $7,016 | $4,478+56.7% | $3,897+80.1% | $5,439+29.0% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |