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 | $192,123 | $93,024+106.5% | $77,024+149.4% | $134,475+42.9% |
| Participation rate | 55.6% | 74.5%-18.9pp | 67.9%-12.3pp | 81.2%-25.7pp |
| Annual return | 66.39% | 62.60%+3.8pp | 42.32%+24.1pp | 417.96%-351.6pp |
| Employer contribution / active EE | $563 | $3,418-83.5% | $2,812-80.0% | $4,740-88.1% |
| Participant deferral / active EE | $3,916 | $5,238-25.2% | $4,426-11.5% | $6,400-38.8% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |