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 | $24,168 | $105,998-77.2% | $92,233-73.8% | $147,584-83.6% |
| Participation rate | 69.2% | 80.4%-11.2pp | 76.5%-7.2pp | 82.8%-13.6pp |
| Annual return | 27.70% | 50.05%-22.3pp | 176.28%-148.6pp | 578.55%-550.8pp |
| Employer contribution / active EE | $2,105 | $4,333-51.4% | $3,679-42.8% | $4,876-56.8% |
| Participant deferral / active EE | $5,943 | $4,478+32.7% | $3,897+52.5% | $5,439+9.3% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |