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 | $25,848 | $81,632-68.3% | $70,449-63.3% | $158,922-83.7% |
| Participation rate | 62.5% | 77.7%-15.2pp | 75.1%-12.6pp | 82.0%-19.5pp |
| Annual return | 33.52% | 208.40%-174.9pp | 109.03%-75.5pp | 302.83%-269.3pp |
| Employer contribution / active EE | $2,838 | $3,217-11.8% | $2,737+3.7% | $4,761-40.4% |
| Participant deferral / active EE | $7,242 | $4,554+59.0% | $3,709+95.3% | $5,982+21.1% |
| Admin fee / account holder | $48 | $6,193-99.2% | $3,845-98.8% | $11,246-99.6% |