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 8-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 | $200,700 | $111,724+79.6% | $93,606+114.4% | $145,922+37.5% |
| Participation rate | 36.4% | 74.2%-37.8pp | 68.7%-32.4pp | 80.3%-43.9pp |
| Annual return | 19.24% | 202.98%-183.7pp | 133.20%-114.0pp | 561.29%-542.0pp |
| Employer contribution / active EE | $677 | $3,090-78.1% | $2,420-72.0% | $4,660-85.5% |
| Participant deferral / active EE | $8,439 | $4,912+71.8% | $4,411+91.3% | $6,688+26.2% |
| Admin fee / account holder | $107 | $10,250-99.0% | $8,285-98.7% | $13,397-99.2% |