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 | $33,460 | $176,056-81.0% | $159,436-79.0% | $167,490-80.0% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 214.07% | 331.75%-117.7pp | 263.57%-49.5pp | 478.56%-264.5pp |
| Employer contribution / active EE | $3,042 | $5,297-42.6% | $4,829-37.0% | $4,837-37.1% |
| Participant deferral / active EE | $9,755 | $7,750+25.9% | $7,352+32.7% | $6,341+53.8% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |