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 5-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 | $206,440 | $111,724+84.8% | $93,606+120.5% | $145,922+41.5% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 19.43% | 202.98%-183.5pp | 133.20%-113.8pp | 561.29%-541.9pp |
| Employer contribution / active EE | $3,083 | $3,090-0.2% | $2,420+27.4% | $4,660-33.8% |
| Participant deferral / active EE | $8,107 | $4,912+65.1% | $4,411+83.8% | $6,688+21.2% |
| Admin fee / account holder | $138 | $10,250-98.7% | $8,285-98.3% | $13,397-99.0% |