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 9-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 | $80,449 | $74,888+7.4% | $71,209+13.0% | $142,382-43.5% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 17.89% | 345.14%-327.3pp | 282.51%-264.6pp | 217.08%-199.2pp |
| Employer contribution / active EE | $2,595 | $2,854-9.1% | $2,721-4.6% | $4,299-39.6% |
| Participant deferral / active EE | $4,896 | $4,454+9.9% | $4,175+17.3% | $6,507-24.8% |
| Admin fee / account holder | $203 | $5,568-96.3% | $5,349-96.2% | $12,624-98.4% |