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 | $52,898 | $111,724-52.7% | $93,606-43.5% | $145,922-63.7% |
| Participation rate | 69.2% | 74.2%-5.0pp | 68.7%+0.5pp | 80.3%-11.0pp |
| Annual return | 14.51% | 202.98%-188.5pp | 133.20%-118.7pp | 561.29%-546.8pp |
| Employer contribution / active EE | $2,606 | $3,090-15.7% | $2,420+7.7% | $4,660-44.1% |
| Participant deferral / active EE | $5,375 | $4,912+9.4% | $4,411+21.8% | $6,688-19.6% |
| Admin fee / account holder | $1 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |