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 | $84,461 | $111,754-24.4% | $103,333-18.3% | $145,922-42.1% |
| Participation rate | 44.4% | 77.9%-33.5pp | 74.5%-30.1pp | 80.3%-35.8pp |
| Annual return | 19.06% | 24.77%-5.7pp | 24.88%-5.8pp | 561.29%-542.2pp |
| Employer contribution / active EE | $2,924 | $4,212-30.6% | $3,868-24.4% | $4,660-37.2% |
| Participant deferral / active EE | $8,900 | $5,619+58.4% | $5,057+76.0% | $6,688+33.1% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |