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 10-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 | $91,667 | $135,635-32.4% | $110,238-16.8% | $135,375-32.3% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.8%-13.2pp | 82.6%-16.0pp |
| Annual return | 37.54% | 513.19%-475.6pp | 314.74%-277.2pp | 519.73%-482.2pp |
| Employer contribution / active EE | $5,186 | $4,906+5.7% | $3,826+35.5% | $4,779+8.5% |
| Participant deferral / active EE | $7,333 | $5,506+33.2% | $4,672+57.0% | $5,609+30.7% |
| Admin fee / account holder | $225 | $11,457-98.0% | $8,547-97.4% | $10,827-97.9% |