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 | $30,400+438.7% | $53,898+203.8% | $84,808+93.1% |
| Participation rate | 16.0% | 46.4%-30.4pp | 55.0%-39.0pp | 68.3%-52.3pp |
| Annual return | 16.50% | 500.19%-483.7pp | 528.60%-512.1pp | 40.90%-24.4pp |
| Employer contribution / active EE | $981 | $603+62.7% | $932+5.2% | $2,631-62.7% |
| Participant deferral / active EE | $2,933 | $1,199+144.7% | $1,826+60.6% | $4,212-30.4% |
| Admin fee / account holder | $115 | $1,993-94.2% | $2,491-95.4% | $7,344-98.4% |