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 | $87,222 | $226,064-61.4% | $182,532-52.2% | $152,861-42.9% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.4%-15.8pp |
| Annual return | 25.65% | 192.51%-166.9pp | 148.54%-122.9pp | 345.32%-319.7pp |
| Employer contribution / active EE | $3,643 | $4,978-26.8% | $4,076-10.6% | $4,762-23.5% |
| Participant deferral / active EE | $7,233 | $6,368+13.6% | $5,524+30.9% | $5,850+23.6% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |