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 | $60,200 | $106,890-43.7% | $84,015-28.3% | $152,861-60.6% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.3pp | 82.4%-15.8pp |
| Annual return | 53.11% | 104.99%-51.9pp | 71.31%-18.2pp | 345.32%-292.2pp |
| Employer contribution / active EE | $3,088 | $2,734+12.9% | $1,983+55.7% | $4,762-35.2% |
| Participant deferral / active EE | $15,028 | $4,011+274.6% | $3,239+364.0% | $5,850+156.9% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |