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 | $215,174 | $111,724+92.6% | $93,606+129.9% | $145,922+47.5% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 13.83% | 202.98%-189.1pp | 133.20%-119.4pp | 561.29%-547.5pp |
| Employer contribution / active EE | $927 | $3,090-70.0% | $2,420-61.7% | $4,660-80.1% |
| Participant deferral / active EE | $2,617 | $4,912-46.7% | $4,411-40.7% | $6,688-60.9% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |