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 | $102,000 | $29,660+243.9% | $56,411+80.8% | $80,856+26.1% |
| Participation rate | 7.9% | 41.6%-33.8pp | 52.5%-44.6pp | 67.6%-59.7pp |
| Annual return | 13.70% | 35.23%-21.5pp | 1701.33%-1687.6pp | 35.59%-21.9pp |
| Employer contribution / active EE | $156 | $669-76.8% | $1,039-85.0% | $2,755-94.4% |
| Participant deferral / active EE | $1,314 | $1,226+7.1% | $1,952-32.7% | $4,296-69.4% |
| Admin fee / account holder | $0 | $2,428-100.0% | $2,829-100.0% | $6,918-100.0% |