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 | $194,199 | $113,339+71.3% | $94,993+104.4% | $147,584+31.6% |
| Participation rate | 18.2% | 78.0%-59.8pp | 73.9%-55.7pp | 82.8%-64.6pp |
| Annual return | 75.95% | 20.77%+55.2pp | 27.12%+48.8pp | 578.55%-502.6pp |
| Employer contribution / active EE | $520 | $3,160-83.5% | $2,603-80.0% | $4,876-89.3% |
| Participant deferral / active EE | $3,132 | $3,777-17.1% | $3,317-5.6% | $5,439-42.4% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |