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 | $118,427+69.6% | $66,042+204.2% | $142,382+41.1% |
| Participation rate | 27.3% | 68.1%-40.9pp | 67.5%-40.2pp | 80.1%-52.8pp |
| Annual return | 80.38% | 35.57%+44.8pp | 52.11%+28.3pp | 217.08%-136.7pp |
| Employer contribution / active EE | $765 | $2,570-70.2% | $1,579-51.5% | $4,299-82.2% |
| Participant deferral / active EE | $4,186 | $4,311-2.9% | $2,835+47.6% | $6,507-35.7% |
| Admin fee / account holder | $0 | $9,593-100.0% | $5,747-100.0% | $12,624-100.0% |