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 | $77,964 | $70,756+10.2% | $65,493+19.0% | $142,382-45.2% |
| Participation rate | 60.0% | 77.4%-17.4pp | 73.1%-13.1pp | 80.1%-20.1pp |
| Annual return | 15.49% | 1754.89%-1739.4pp | 982.45%-967.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,734 | $2,881-39.8% | $2,574-32.7% | $4,299-59.7% |
| Participant deferral / active EE | $5,118 | $4,637+10.4% | $3,961+29.2% | $6,507-21.4% |
| Admin fee / account holder | $31 | $6,559-99.5% | $5,028-99.4% | $12,624-99.8% |