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 | $68,097-29.9% | $62,929-24.1% | $137,256-65.2% |
| Participation rate | 62.5% | 77.4%-14.9pp | 73.1%-10.6pp | 80.0%-17.5pp |
| Annual return | 21.58% | 1859.11%-1837.5pp | 1063.93%-1042.3pp | 220.34%-198.8pp |
| Employer contribution / active EE | $2,115 | $2,811-24.7% | $2,505-15.5% | $4,156-49.1% |
| Participant deferral / active EE | $6,057 | $4,553+33.1% | $3,888+55.8% | $6,407-5.5% |
| Admin fee / account holder | $190 | $6,521-97.1% | $5,065-96.2% | $12,270-98.5% |