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 | $37,985 | $183,963-79.4% | $162,163-76.6% | $152,861-75.2% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.4%-15.8pp |
| Annual return | 28.63% | 150.76%-122.1pp | 115.59%-87.0pp | 345.32%-316.7pp |
| Employer contribution / active EE | $3,629 | $6,371-43.0% | $5,614-35.4% | $4,762-23.8% |
| Participant deferral / active EE | $14,350 | $8,034+78.6% | $7,298+96.6% | $5,850+145.3% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |