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 | $195,211 | $70,606+176.5% | $53,898+262.2% | $142,382+37.1% |
| Participation rate | 66.7% | 63.7%+3.0pp | 55.0%+11.7pp | 80.1%-13.5pp |
| Annual return | 17.32% | 619.81%-602.5pp | 528.60%-511.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $4,069 | $1,202+238.5% | $932+336.5% | $4,299-5.4% |
| Participant deferral / active EE | $8,766 | $2,364+270.8% | $1,826+380.0% | $6,507+34.7% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |