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 | $226,156 | $111,814+102.3% | $103,374+118.8% | $145,959+54.9% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 179.88% | 24.77%+155.1pp | 24.89%+155.0pp | 561.95%-382.1pp |
| Employer contribution / active EE | $1,458 | $4,214-65.4% | $3,869-62.3% | $4,661-68.7% |
| Participant deferral / active EE | $3,389 | $5,618-39.7% | $5,058-33.0% | $6,689-49.3% |
| Admin fee / account holder | $1 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |