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 | $55,596 | $102,604-45.8% | $86,188-35.5% | $139,434-60.1% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 19.34% | 1922.51%-1903.2pp | 1168.45%-1149.1pp | 372.94%-353.6pp |
| Employer contribution / active EE | $1,377 | $3,032-54.6% | $2,380-42.1% | $4,751-71.0% |
| Participant deferral / active EE | $4,261 | $4,676-8.9% | $3,985+6.9% | $6,710-36.5% |
| Admin fee / account holder | $209 | $8,657-97.6% | $6,852-97.0% | $11,403-98.2% |