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 | $55,546 | $112,096-50.4% | $95,952-42.1% | $158,922-65.0% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 167.16% | 171.09%-3.9pp | 91.61%+75.5pp | 302.83%-135.7pp |
| Employer contribution / active EE | $663 | $3,198-79.3% | $2,541-73.9% | $4,761-86.1% |
| Participant deferral / active EE | $2,679 | $4,784-44.0% | $4,167-35.7% | $5,982-55.2% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |