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 | $36,134 | $157,256-77.0% | $141,162-74.4% | $152,861-76.4% |
| Participation rate | 68.8% | 84.8%-16.1pp | 82.5%-13.7pp | 82.4%-13.7pp |
| Annual return | 43.52% | 64.32%-20.8pp | 71.39%-27.9pp | 345.32%-301.8pp |
| Employer contribution / active EE | $6,120 | $5,261+16.3% | $4,735+29.2% | $4,762+28.5% |
| Participant deferral / active EE | $8,659 | $7,109+21.8% | $6,709+29.1% | $5,850+48.0% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |