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 | $74,888-6.6% | $71,209-1.7% | $142,382-50.9% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 22.43% | 345.14%-322.7pp | 282.51%-260.1pp | 217.08%-194.6pp |
| Employer contribution / active EE | $3,516 | $2,854+23.2% | $2,721+29.2% | $4,299-18.2% |
| Participant deferral / active EE | $5,625 | $4,454+26.3% | $4,175+34.7% | $6,507-13.6% |
| Admin fee / account holder | $226 | $5,568-96.0% | $5,349-95.8% | $12,624-98.2% |