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 8-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 | $198,070 | $114,047+73.7% | $96,139+106.0% | $167,490+18.3% |
| Participation rate | 60.0% | 75.1%-15.1pp | 68.4%-8.4pp | 82.1%-22.1pp |
| Annual return | 18.06% | 189.88%-171.8pp | 191.94%-173.9pp | 478.56%-460.5pp |
| Employer contribution / active EE | $1,422 | $3,427-58.5% | $2,797-49.2% | $4,837-70.6% |
| Participant deferral / active EE | $10,481 | $5,194+101.8% | $4,349+141.0% | $6,341+65.3% |
| Admin fee / account holder | $19 | $6,897-99.7% | $5,537-99.7% | $12,309-99.8% |