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 4-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 | $82,708 | $68,097+21.5% | $62,929+31.4% | $137,256-39.7% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.0%-30.0pp |
| Annual return | 20.21% | 1859.11%-1838.9pp | 1063.93%-1043.7pp | 220.34%-200.1pp |
| Employer contribution / active EE | $2,388 | $2,811-15.0% | $2,505-4.6% | $4,156-42.5% |
| Participant deferral / active EE | $6,358 | $4,553+39.6% | $3,888+63.5% | $6,407-0.8% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |