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 8-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 | $230,002 | $152,587+50.7% | $125,175+83.7% | $152,861+50.5% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.4%-32.4pp |
| Annual return | 25.46% | 54.84%-29.4pp | 43.79%-18.3pp | 345.32%-319.9pp |
| Employer contribution / active EE | $18,500 | $4,946+274.0% | $3,865+378.6% | $4,762+288.5% |
| Participant deferral / active EE | $12,500 | $5,868+113.0% | $4,937+153.2% | $5,850+113.7% |
| Admin fee / account holder | $20 | $13,434-99.9% | $9,702-99.8% | $11,596-99.8% |