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 6-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 | $99,265 | $70,606+40.6% | $53,898+84.2% | $142,382-30.3% |
| Participation rate | 30.0% | 63.7%-33.7pp | 55.0%-25.0pp | 80.1%-50.1pp |
| Annual return | 10.77% | 619.81%-609.0pp | 528.60%-517.8pp | 217.08%-206.3pp |
| Employer contribution / active EE | $145 | $1,202-87.9% | $932-84.4% | $4,299-96.6% |
| Participant deferral / active EE | $363 | $2,364-84.6% | $1,826-80.1% | $6,507-94.4% |
| Admin fee / account holder | $57 | $2,852-98.0% | $2,491-97.7% | $12,624-99.5% |