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 | $199,502 | $101,069+97.4% | $81,478+144.9% | $147,584+35.2% |
| Participation rate | 12.5% | 74.5%-62.0pp | 68.0%-55.5pp | 82.8%-70.3pp |
| Annual return | 30.72% | 32.40%-1.7pp | 38.78%-8.1pp | 578.55%-547.8pp |
| Employer contribution / active EE | $0 | $3,205-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,562 | $4,242-63.2% | $3,537-55.8% | $5,439-71.3% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |