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 | $35,217 | $49,173-28.4% | $121,098-70.9% | $75,163-53.1% |
| Participation rate | 63.3% | 55.4%+7.9pp | 69.5%-6.2pp | 67.2%-3.9pp |
| Annual return | 286.43% | 55.99%+230.4pp | 985.75%-699.3pp | 160.62%+125.8pp |
| Employer contribution / active EE | $2,108 | $1,546+36.4% | $4,164-49.4% | $2,670-21.0% |
| Participant deferral / active EE | $4,415 | $2,628+68.0% | $4,080+8.2% | $4,125+7.0% |
| Admin fee / account holder | $58 | $3,942-98.5% | $5,644-99.0% | $5,651-99.0% |