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 | $133,922+55.9% | $116,228+79.7% | $142,382+46.7% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.6%-34.6pp | 80.1%-40.1pp |
| Annual return | 49.59% | 147.76%-98.2pp | 90.06%-40.5pp | 217.08%-167.5pp |
| Employer contribution / active EE | $1,771 | $3,446-48.6% | $2,994-40.8% | $4,299-58.8% |
| Participant deferral / active EE | $3,834 | $5,672-32.4% | $4,953-22.6% | $6,507-41.1% |
| Admin fee / account holder | $0 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |