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 5-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 | $103,478 | $76,738+34.8% | $56,411+83.4% | $145,922-29.1% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.1pp | 80.3%-46.9pp |
| Annual return | 9.02% | 2994.23%-2985.2pp | 1701.33%-1692.3pp | 561.29%-552.3pp |
| Employer contribution / active EE | $467 | $1,380-66.1% | $1,039-55.0% | $4,660-90.0% |
| Participant deferral / active EE | $1,914 | $2,623-27.0% | $1,952-1.9% | $6,688-71.4% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |