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 | $35,311 | $202,318-82.5% | $172,739-79.6% | $152,861-76.9% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 32.91% | 1029.65%-996.7pp | 802.84%-769.9pp | 345.32%-312.4pp |
| Employer contribution / active EE | $1,401 | $5,856-76.1% | $5,143-72.8% | $4,762-70.6% |
| Participant deferral / active EE | $9,875 | $5,948+66.0% | $5,198+90.0% | $5,850+68.8% |
| Admin fee / account holder | $117 | $17,109-99.3% | $13,954-99.2% | $11,596-99.0% |