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 | $16,597 | $107,334-84.5% | $92,893-82.1% | $152,861-89.1% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.0%-16.0pp | 82.4%-22.4pp |
| Annual return | 57.13% | 145.58%-88.5pp | 109.41%-52.3pp | 345.32%-288.2pp |
| Employer contribution / active EE | $3,956 | $4,221-6.3% | $3,653+8.3% | $4,762-16.9% |
| Participant deferral / active EE | $4,823 | $4,845-0.5% | $4,236+13.8% | $5,850-17.6% |
| Admin fee / account holder | $41 | $7,079-99.4% | $5,794-99.3% | $11,596-99.6% |