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 7-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 | $162,661 | $72,396+124.7% | $67,511+140.9% | $145,959+11.4% |
| Participation rate | 60.0% | 76.9%-16.9pp | 72.9%-12.9pp | 80.3%-20.3pp |
| Annual return | 14.69% | 7194.07%-7179.4pp | 3517.41%-3502.7pp | 561.95%-547.3pp |
| Employer contribution / active EE | $7,661 | $3,071+149.5% | $2,733+180.4% | $4,661+64.4% |
| Participant deferral / active EE | $8,361 | $4,781+74.9% | $4,000+109.0% | $6,689+25.0% |
| Admin fee / account holder | $0 | $5,538-100.0% | $3,999-100.0% | $13,398-100.0% |