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 | $157,323 | $76,785+104.9% | $56,441+178.7% | $145,959+7.8% |
| Participation rate | 38.9% | 63.2%-24.4pp | 52.5%-13.6pp | 80.3%-41.4pp |
| Annual return | 9.91% | 3000.51%-2990.6pp | 1704.21%-1694.3pp | 561.95%-552.0pp |
| Employer contribution / active EE | $1,019 | $1,381-26.2% | $1,039-1.9% | $4,661-78.1% |
| Participant deferral / active EE | $2,642 | $2,624+0.7% | $1,953+35.3% | $6,689-60.5% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,398-100.0% |