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 | $208,846 | $132,634+57.5% | $115,768+80.4% | $137,256+52.2% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.4%-34.4pp | 80.0%-40.0pp |
| Annual return | 49.59% | 160.70%-111.1pp | 100.46%-50.9pp | 220.34%-170.8pp |
| Employer contribution / active EE | $1,771 | $3,360-47.3% | $2,940-39.7% | $4,156-57.4% |
| Participant deferral / active EE | $3,834 | $5,619-31.8% | $4,917-22.0% | $6,407-40.2% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |