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 | $70,606+11.3% | $53,898+45.8% | $142,382-44.8% |
| Participation rate | 50.0% | 63.7%-13.7pp | 55.0%-5.0pp | 80.1%-30.1pp |
| Annual return | 29.16% | 619.81%-590.7pp | 528.60%-499.4pp | 217.08%-187.9pp |
| Employer contribution / active EE | $5,733 | $1,202+376.9% | $932+515.1% | $4,299+33.4% |
| Participant deferral / active EE | $8,465 | $2,364+258.1% | $1,826+363.5% | $6,507+30.1% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |