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 | $45,229 | $209,832-78.4% | $189,513-76.1% | $167,490-73.0% |
| Participation rate | 62.5% | 88.7%-26.2pp | 87.8%-25.3pp | 82.1%-19.6pp |
| Annual return | 63.56% | 748.27%-684.7pp | 555.15%-491.6pp | 478.56%-415.0pp |
| Employer contribution / active EE | $1,869 | $6,914-73.0% | $6,162-69.7% | $4,837-61.4% |
| Participant deferral / active EE | $5,501 | $8,935-38.4% | $8,221-33.1% | $6,341-13.3% |
| Admin fee / account holder | $22 | $14,293-99.8% | $12,045-99.8% | $12,309-99.8% |