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 | $88,402 | $107,334-17.6% | $92,893-4.8% | $152,861-42.2% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.4%-32.4pp |
| Annual return | 176.69% | 145.58%+31.1pp | 109.41%+67.3pp | 345.32%-168.6pp |
| Employer contribution / active EE | $3,202 | $4,221-24.1% | $3,653-12.3% | $4,762-32.8% |
| Participant deferral / active EE | $4,459 | $4,845-8.0% | $4,236+5.2% | $5,850-23.8% |
| Admin fee / account holder | $147 | $7,079-97.9% | $5,794-97.5% | $11,596-98.7% |