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 | $177,872 | $106,543+66.9% | $91,220+95.0% | $134,475+32.3% |
| Participation rate | 45.5% | 76.8%-31.4pp | 73.2%-27.7pp | 81.2%-35.8pp |
| Annual return | 19.25% | 160.60%-141.3pp | 114.01%-94.8pp | 417.96%-398.7pp |
| Employer contribution / active EE | $913 | $3,331-72.6% | $2,850-68.0% | $4,740-80.7% |
| Participant deferral / active EE | $1,978 | $4,719-58.1% | $4,234-53.3% | $6,400-69.1% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |