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 7-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 | $130,266 | $37,426+248.1% | $77,482+68.1% | $79,858+63.1% |
| Participation rate | 3.7% | 41.5%-37.8pp | 54.2%-50.5pp | 69.6%-65.9pp |
| Annual return | 13.22% | 39.70%-26.5pp | 54.79%-41.6pp | 31.71%-18.5pp |
| Employer contribution / active EE | $242 | $637-62.1% | $986-75.5% | $2,471-90.2% |
| Participant deferral / active EE | $702 | $1,260-44.3% | $1,861-62.3% | $3,740-81.2% |
| Admin fee / account holder | $8 | $2,504-99.7% | $2,858-99.7% | $5,306-99.8% |