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 3-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 | $216,483 | $67,823+219.2% | $52,425+312.9% | $137,256+57.7% |
| Participation rate | 16.7% | 63.9%-47.2pp | 55.6%-39.0pp | 80.0%-63.3pp |
| Annual return | 220.84% | 219.11%+1.7pp | 302.12%-81.3pp | 220.34%+0.5pp |
| Employer contribution / active EE | $649 | $1,163-44.2% | $914-29.0% | $4,156-84.4% |
| Participant deferral / active EE | $3,916 | $2,288+71.2% | $1,790+118.7% | $6,407-38.9% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |