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 | $80,247 | $111,724-28.2% | $93,606-14.3% | $145,922-45.0% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 20.37% | 202.98%-182.6pp | 133.20%-112.8pp | 561.29%-540.9pp |
| Employer contribution / active EE | $4,267 | $3,090+38.1% | $2,420+76.3% | $4,660-8.4% |
| Participant deferral / active EE | $9,142 | $4,912+86.1% | $4,411+107.2% | $6,688+36.7% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |