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 | $53,286 | $165,335-67.8% | $149,696-64.4% | $158,922-66.5% |
| Participation rate | 69.2% | 84.6%-15.3pp | 82.5%-13.2pp | 82.0%-12.7pp |
| Annual return | 56.70% | 348.15%-291.5pp | 276.60%-219.9pp | 302.83%-246.1pp |
| Employer contribution / active EE | $4,275 | $5,103-16.2% | $4,644-7.9% | $4,761-10.2% |
| Participant deferral / active EE | $6,370 | $7,181-11.3% | $6,842-6.9% | $5,982+6.5% |
| Admin fee / account holder | $14 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |