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 | $57,017 | $209,411-72.8% | $178,490-68.1% | $158,922-64.1% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 16.44% | 188.75%-172.3pp | 151.07%-134.6pp | 302.83%-286.4pp |
| Employer contribution / active EE | $4,621 | $5,706-19.0% | $5,011-7.8% | $4,761-2.9% |
| Participant deferral / active EE | $16,797 | $5,954+182.1% | $5,202+222.9% | $5,982+180.8% |
| Admin fee / account holder | $249 | $17,074-98.5% | $13,984-98.2% | $11,246-97.8% |