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 | $30,314 | $144,119-79.0% | $117,854-74.3% | $147,584-79.5% |
| Participation rate | 65.2% | 83.4%-18.2pp | 79.7%-14.4pp | 82.8%-17.6pp |
| Annual return | 34.43% | 531.15%-496.7pp | 335.08%-300.6pp | 578.55%-544.1pp |
| Employer contribution / active EE | $2,799 | $4,896-42.8% | $3,786-26.1% | $4,876-42.6% |
| Participant deferral / active EE | $5,996 | $5,316+12.8% | $4,482+33.8% | $5,439+10.3% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |