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 9-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 | $235,060 | $85,022+176.5% | $70,515+233.3% | $139,434+68.6% |
| Participation rate | 50.0% | 73.9%-23.9pp | 68.3%-18.3pp | 80.3%-30.3pp |
| Annual return | 17.02% | 30.38%-13.4pp | 32.77%-15.7pp | 372.94%-355.9pp |
| Employer contribution / active EE | $1,800 | $3,909-54.0% | $2,973-39.5% | $4,751-62.1% |
| Participant deferral / active EE | $13,500 | $5,890+129.2% | $4,567+195.6% | $6,710+101.2% |
| Admin fee / account holder | $0 | $8,906-100.0% | $6,412-100.0% | $11,403-100.0% |