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 | $37,607 | $88,370-57.4% | $112,977-66.7% | $79,858-52.9% |
| Participation rate | 69.7% | 76.8%-7.1pp | 82.6%-12.9pp | 69.6%+0.1pp |
| Annual return | 308.96% | 23.16%+285.8pp | 24.24%+284.7pp | 31.71%+277.2pp |
| Employer contribution / active EE | $2,815 | $3,398-17.2% | $4,255-33.8% | $2,471+13.9% |
| Participant deferral / active EE | $6,633 | $4,536+46.2% | $5,836+13.7% | $3,740+77.4% |
| Admin fee / account holder | $103 | $5,750-98.2% | $6,294-98.4% | $5,306-98.1% |