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 | $111,754+102.4% | $103,333+118.9% | $145,922+55.0% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 179.88% | 24.77%+155.1pp | 24.88%+155.0pp | 561.29%-381.4pp |
| Employer contribution / active EE | $1,458 | $4,212-65.4% | $3,868-62.3% | $4,660-68.7% |
| Participant deferral / active EE | $3,389 | $5,619-39.7% | $5,057-33.0% | $6,688-49.3% |
| Admin fee / account holder | $1 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |