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 | $21,100 | $91,190-76.9% | $178,490-88.2% | $79,858-73.6% |
| Participation rate | 66.7% | 69.2%-2.5pp | 81.9%-15.3pp | 69.6%-3.0pp |
| Annual return | 39.32% | 24.19%+15.1pp | 151.07%-111.7pp | 31.71%+7.6pp |
| Employer contribution / active EE | $2,612 | $3,256-19.8% | $5,011-47.9% | $2,471+5.7% |
| Participant deferral / active EE | $5,271 | $3,236+62.9% | $5,202+1.3% | $3,740+40.9% |
| Admin fee / account holder | $60 | $6,751-99.1% | $13,984-99.6% | $5,306-98.9% |