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 | $54,573 | $107,334-49.2% | $92,893-41.3% | $152,861-64.3% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 27.39% | 145.58%-118.2pp | 109.41%-82.0pp | 345.32%-317.9pp |
| Employer contribution / active EE | $2,990 | $4,221-29.2% | $3,653-18.1% | $4,762-37.2% |
| Participant deferral / active EE | $3,805 | $4,845-21.5% | $4,236-10.2% | $5,850-35.0% |
| Admin fee / account holder | $5 | $7,079-99.9% | $5,794-99.9% | $11,596-100.0% |