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 | $53,734 | $100,852-46.7% | $90,404-40.6% | $158,922-66.2% |
| Participation rate | 58.3% | 75.0%-16.7pp | 72.7%-14.3pp | 82.0%-23.6pp |
| Annual return | 31.31% | 1724.20%-1692.9pp | 1293.02%-1261.7pp | 302.83%-271.5pp |
| Employer contribution / active EE | $3,645 | $3,689-1.2% | $3,262+11.7% | $4,761-23.5% |
| Participant deferral / active EE | $8,008 | $4,348+84.2% | $3,963+102.0% | $5,982+33.9% |
| Admin fee / account holder | $170 | $6,501-97.4% | $5,611-97.0% | $11,246-98.5% |