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 | $42,615 | $202,432-78.9% | $169,368-74.8% | $139,434-69.4% |
| Participation rate | 41.2% | 81.1%-39.9pp | 77.1%-36.0pp | 80.3%-39.1pp |
| Annual return | 45.27% | 531.74%-486.5pp | 405.60%-360.3pp | 372.94%-327.7pp |
| Employer contribution / active EE | $1,955 | $4,692-58.3% | $4,013-51.3% | $4,751-58.8% |
| Participant deferral / active EE | $2,073 | $6,938-70.1% | $6,221-66.7% | $6,710-69.1% |
| Admin fee / account holder | $16 | $10,708-99.9% | $9,003-99.8% | $11,403-99.9% |