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 | $20,287 | $107,934-81.2% | $91,989-77.9% | $152,861-86.7% |
| Participation rate | 66.7% | 81.2%-14.5pp | 78.6%-12.0pp | 82.4%-15.8pp |
| Annual return | 47.66% | 89.24%-41.6pp | 69.02%-21.4pp | 345.32%-297.7pp |
| Employer contribution / active EE | $2,590 | $4,210-38.5% | $3,452-25.0% | $4,762-45.6% |
| Participant deferral / active EE | $5,690 | $6,364-10.6% | $5,923-3.9% | $5,850-2.7% |
| Admin fee / account holder | $54 | $10,520-99.5% | $7,743-99.3% | $11,596-99.5% |