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 7-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 | $46,759 | $202,432-76.9% | $169,368-72.4% | $139,434-66.5% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.1%-10.5pp | 80.3%-13.7pp |
| Annual return | 31.16% | 531.74%-500.6pp | 405.60%-374.4pp | 372.94%-341.8pp |
| Employer contribution / active EE | $1,539 | $4,692-67.2% | $4,013-61.6% | $4,751-67.6% |
| Participant deferral / active EE | $13,705 | $6,938+97.5% | $6,221+120.3% | $6,710+104.2% |
| Admin fee / account holder | $48 | $10,708-99.5% | $9,003-99.5% | $11,403-99.6% |