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 4-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 | $78,574 | $67,823+15.9% | $52,425+49.9% | $137,256-42.8% |
| Participation rate | 50.0% | 63.9%-13.9pp | 55.6%-5.6pp | 80.0%-30.0pp |
| Annual return | 29.16% | 219.11%-189.9pp | 302.12%-273.0pp | 220.34%-191.2pp |
| Employer contribution / active EE | $5,733 | $1,163+393.0% | $914+527.1% | $4,156+37.9% |
| Participant deferral / active EE | $8,465 | $2,288+270.0% | $1,790+372.8% | $6,407+32.1% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |