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 | $247,345 | $136,179+81.6% | $98,755+150.5% | $167,490+47.7% |
| Participation rate | 60.0% | 70.2%-10.2pp | 65.7%-5.7pp | 82.1%-22.1pp |
| Annual return | 2679.29% | 67.53%+2611.8pp | 49.91%+2629.4pp | 478.56%+2200.7pp |
| Employer contribution / active EE | $2,107 | $2,631-19.9% | $2,067+1.9% | $4,837-56.5% |
| Participant deferral / active EE | $2,128 | $3,716-42.7% | $3,035-29.9% | $6,341-66.4% |
| Admin fee / account holder | $0 | $5,031-100.0% | $4,076-100.0% | $12,309-100.0% |