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 7-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 | $41,101 | $96,635-57.5% | $86,612-52.5% | $139,434-70.5% |
| Participation rate | 45.5% | 74.4%-28.9pp | 71.7%-26.2pp | 80.3%-34.9pp |
| Annual return | 30.67% | 106.41%-75.7pp | 591.07%-560.4pp | 372.94%-342.3pp |
| Employer contribution / active EE | $4,009 | $3,263+22.9% | $3,022+32.6% | $4,751-15.6% |
| Participant deferral / active EE | $7,548 | $4,836+56.1% | $4,438+70.1% | $6,710+12.5% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |