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 3-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 | $108,909 | $72,400+50.4% | $67,502+61.3% | $145,922-25.4% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | 1043.80% | 7182.46%-6138.7pp | 3512.12%-2468.3pp | 561.29%+482.5pp |
| Employer contribution / active EE | $1,250 | $3,069-59.3% | $2,731-54.2% | $4,660-73.2% |
| Participant deferral / active EE | $2,083 | $4,783-56.4% | $4,000-47.9% | $6,688-68.8% |
| Admin fee / account holder | $125 | $5,539-97.7% | $3,998-96.9% | $13,397-99.1% |