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 | $68,359 | $70,756-3.4% | $65,493+4.4% | $142,382-52.0% |
| Participation rate | 42.9% | 77.4%-34.5pp | 73.1%-30.2pp | 80.1%-37.3pp |
| Annual return | 20.37% | 1754.89%-1734.5pp | 982.45%-962.1pp | 217.08%-196.7pp |
| Employer contribution / active EE | $585 | $2,881-79.7% | $2,574-77.3% | $4,299-86.4% |
| Participant deferral / active EE | $3,731 | $4,637-19.5% | $3,961-5.8% | $6,507-42.7% |
| Admin fee / account holder | $262 | $6,559-96.0% | $5,028-94.8% | $12,624-97.9% |