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 | $109,670 | $72,071+52.2% | $68,368+60.4% | $137,256-20.1% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.0%-40.0pp |
| Annual return | 16.27% | 353.14%-336.9pp | 292.57%-276.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $843 | $2,788-69.7% | $2,649-68.2% | $4,156-79.7% |
| Participant deferral / active EE | $6,749 | $4,410+53.0% | $4,123+63.7% | $6,407+5.3% |
| Admin fee / account holder | $20 | $5,336-99.6% | $5,150-99.6% | $12,270-99.8% |