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 | $105,665 | $209,832-49.6% | $189,513-44.2% | $167,490-36.9% |
| Participation rate | 40.0% | 88.7%-48.7pp | 87.8%-47.8pp | 82.1%-42.1pp |
| Annual return | 19.82% | 748.27%-728.5pp | 555.15%-535.3pp | 478.56%-458.7pp |
| Employer contribution / active EE | $1,542 | $6,914-77.7% | $6,162-75.0% | $4,837-68.1% |
| Participant deferral / active EE | $7,694 | $8,935-13.9% | $8,221-6.4% | $6,341+21.3% |
| Admin fee / account holder | $20 | $14,293-99.9% | $12,045-99.8% | $12,309-99.8% |