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 10-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 | $155,887 | $105,998+47.1% | $92,233+69.0% | $147,584+5.6% |
| Participation rate | 36.8% | 80.4%-43.6pp | 76.5%-39.6pp | 82.8%-46.0pp |
| Annual return | 22.28% | 50.05%-27.8pp | 176.28%-154.0pp | 578.55%-556.3pp |
| Employer contribution / active EE | $1,426 | $4,333-67.1% | $3,679-61.2% | $4,876-70.8% |
| Participant deferral / active EE | $1,426 | $4,478-68.1% | $3,897-63.4% | $5,439-73.8% |
| Admin fee / account holder | $4 | $6,332-99.9% | $5,194-99.9% | $10,885-100.0% |