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 | $47,765 | $70,756-32.5% | $65,493-27.1% | $142,382-66.5% |
| Participation rate | 62.5% | 77.4%-14.9pp | 73.1%-10.6pp | 80.1%-17.6pp |
| Annual return | 21.58% | 1754.89%-1733.3pp | 982.45%-960.9pp | 217.08%-195.5pp |
| Employer contribution / active EE | $2,115 | $2,881-26.6% | $2,574-17.8% | $4,299-50.8% |
| Participant deferral / active EE | $6,057 | $4,637+30.6% | $3,961+52.9% | $6,507-6.9% |
| Admin fee / account holder | $190 | $6,559-97.1% | $5,028-96.2% | $12,624-98.5% |