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 | $58,715 | $138,044-57.5% | $125,339-53.2% | $134,475-56.3% |
| Participation rate | 64.3% | 84.5%-20.2pp | 82.4%-18.1pp | 81.2%-16.9pp |
| Annual return | 3.47% | 750.33%-746.9pp | 572.05%-568.6pp | 417.96%-414.5pp |
| Employer contribution / active EE | $15,097 | $5,243+187.9% | $4,814+213.6% | $4,740+218.5% |
| Participant deferral / active EE | $7,393 | $7,799-5.2% | $7,446-0.7% | $6,400+15.5% |
| Admin fee / account holder | $177 | $11,571-98.5% | $10,010-98.2% | $11,426-98.5% |