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 | $157,205 | $69,207+127.2% | $64,056+145.4% | $139,434+12.7% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 56.75% | 45.88%+10.9pp | 33.69%+23.1pp | 372.94%-316.2pp |
| Employer contribution / active EE | $1,350 | $3,182-57.6% | $2,747-50.9% | $4,751-71.6% |
| Participant deferral / active EE | $1,968 | $4,682-58.0% | $3,880-49.3% | $6,710-70.7% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |