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 | $209,815 | $185,822+12.9% | $169,993+23.4% | $139,434+50.5% |
| Participation rate | 0.0% | 87.8%-87.8pp | 87.0%-87.0pp | 80.3%-80.3pp |
| Annual return | 35.79% | 60.50%-24.7pp | 53.37%-17.6pp | 372.94%-337.1pp |
| Employer contribution / active EE | $35,473 | $7,590+367.4% | $6,785+422.8% | $4,751+646.7% |
| Participant deferral / active EE | $21,747 | $11,622+87.1% | $10,408+108.9% | $6,710+224.1% |
| Admin fee / account holder | $25 | $15,381-99.8% | $12,815-99.8% | $11,403-99.8% |