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 | $213,752 | $99,652+114.5% | $78,778+171.3% | $147,584+44.8% |
| Participation rate | 25.0% | 76.2%-51.2pp | 69.2%-44.2pp | 82.8%-57.8pp |
| Annual return | 15.81% | 47.28%-31.5pp | 35.62%-19.8pp | 578.55%-562.7pp |
| Employer contribution / active EE | $1,368 | $2,796-51.1% | $1,986-31.1% | $4,876-71.9% |
| Participant deferral / active EE | $3,778 | $3,664+3.1% | $2,958+27.7% | $5,439-30.5% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |