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 | $50,459 | $202,432-75.1% | $169,368-70.2% | $139,434-63.8% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.1%-10.5pp | 80.3%-13.7pp |
| Annual return | 20.43% | 531.74%-511.3pp | 405.60%-385.2pp | 372.94%-352.5pp |
| Employer contribution / active EE | $1,595 | $4,692-66.0% | $4,013-60.3% | $4,751-66.4% |
| Participant deferral / active EE | $7,213 | $6,938+4.0% | $6,221+15.9% | $6,710+7.5% |
| Admin fee / account holder | $186 | $10,708-98.3% | $9,003-97.9% | $11,403-98.4% |