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 | $171,909 | $70,606+143.5% | $53,898+219.0% | $142,382+20.7% |
| Participation rate | 40.0% | 63.7%-23.7pp | 55.0%-15.0pp | 80.1%-40.1pp |
| Annual return | 15.59% | 619.81%-604.2pp | 528.60%-513.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $627 | $1,202-47.8% | $932-32.7% | $4,299-85.4% |
| Participant deferral / active EE | $7,745 | $2,364+227.6% | $1,826+324.1% | $6,507+19.0% |
| Admin fee / account holder | $75 | $2,852-97.4% | $2,491-97.0% | $12,624-99.4% |