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 8-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 | $200,874 | $116,167+72.9% | $64,489+211.5% | $137,256+46.4% |
| Participation rate | 27.3% | 68.2%-40.9pp | 67.7%-40.4pp | 80.0%-52.7pp |
| Annual return | 80.38% | 36.55%+43.8pp | 55.03%+25.4pp | 220.34%-140.0pp |
| Employer contribution / active EE | $765 | $2,483-69.2% | $1,523-49.7% | $4,156-81.6% |
| Participant deferral / active EE | $4,186 | $4,215-0.7% | $2,778+50.7% | $6,407-34.7% |
| Admin fee / account holder | $0 | $6,188-100.0% | $4,260-100.0% | $12,270-100.0% |