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 7-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 | $110,373 | $96,305+14.6% | $80,569+37.0% | $139,434-20.8% |
| Participation rate | 12.5% | 73.6%-61.1pp | 67.0%-54.5pp | 80.3%-67.8pp |
| Annual return | 23.52% | 1350.08%-1326.6pp | 935.43%-911.9pp | 372.94%-349.4pp |
| Employer contribution / active EE | $892 | $3,262-72.6% | $2,723-67.2% | $4,751-81.2% |
| Participant deferral / active EE | $1,054 | $5,232-79.9% | $4,447-76.3% | $6,710-84.3% |
| Admin fee / account holder | $282 | $6,599-95.7% | $5,377-94.8% | $11,403-97.5% |