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 | $69,976 | $72,071-2.9% | $68,368+2.4% | $137,256-49.0% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 22.43% | 353.14%-330.7pp | 292.57%-270.1pp | 220.34%-197.9pp |
| Employer contribution / active EE | $3,516 | $2,788+26.1% | $2,649+32.7% | $4,156-15.4% |
| Participant deferral / active EE | $5,625 | $4,410+27.6% | $4,123+36.4% | $6,407-12.2% |
| Admin fee / account holder | $226 | $5,336-95.8% | $5,150-95.6% | $12,270-98.2% |