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 | $68,097+0.4% | $62,929+8.6% | $137,256-50.2% |
| Participation rate | 42.9% | 77.4%-34.6pp | 73.1%-30.3pp | 80.0%-37.1pp |
| Annual return | 20.37% | 1859.11%-1838.7pp | 1063.93%-1043.6pp | 220.34%-200.0pp |
| Employer contribution / active EE | $585 | $2,811-79.2% | $2,505-76.6% | $4,156-85.9% |
| Participant deferral / active EE | $3,731 | $4,553-18.0% | $3,888-4.1% | $6,407-41.8% |
| Admin fee / account holder | $262 | $6,521-96.0% | $5,065-94.8% | $12,270-97.9% |