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 6-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 | $79,998 | $29,660+169.7% | $56,411+41.8% | $80,856-1.1% |
| Participation rate | 48.4% | 41.6%+6.7pp | 52.5%-4.1pp | 67.6%-19.3pp |
| Annual return | 11.46% | 35.23%-23.8pp | 1701.33%-1689.9pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,850 | $669+176.5% | $1,039+78.2% | $2,755-32.8% |
| Participant deferral / active EE | $4,150 | $1,226+238.5% | $1,952+112.6% | $4,296-3.4% |
| Admin fee / account holder | $0 | $2,428-100.0% | $2,829-100.0% | $6,918-100.0% |