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 | $163,751 | $29,319+458.5% | $52,425+212.4% | $82,448+98.6% |
| Participation rate | 16.0% | 46.9%-30.9pp | 55.6%-39.6pp | 68.1%-52.1pp |
| Annual return | 16.50% | 535.20%-518.7pp | 302.12%-285.6pp | 41.64%-25.1pp |
| Employer contribution / active EE | $981 | $586+67.3% | $914+7.3% | $2,551-61.6% |
| Participant deferral / active EE | $2,933 | $1,171+150.4% | $1,790+63.8% | $4,139-29.1% |
| Admin fee / account holder | $115 | $1,962-94.1% | $2,495-95.4% | $7,234-98.4% |