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 6-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 | $63,691 | $105,181-39.4% | $159,436-60.1% | $85,850-25.8% |
| Participation rate | 69.2% | 75.8%-6.5pp | 82.8%-13.6pp | 69.3%-0.1pp |
| Annual return | 20.35% | 45.07%-24.7pp | 263.57%-243.2pp | 318.53%-298.2pp |
| Employer contribution / active EE | $8,834 | $3,318+166.2% | $4,829+82.9% | $2,565+244.4% |
| Participant deferral / active EE | $10,747 | $5,945+80.8% | $7,352+46.2% | $3,952+172.0% |
| Admin fee / account holder | $3 | $6,933-100.0% | $10,799-100.0% | $6,260-100.0% |