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 | $191,584 | $214,378-10.6% | $200,582-4.5% | $142,382+34.6% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 161.09% | 46.41%+114.7pp | 42.33%+118.8pp | 217.08%-56.0pp |
| Employer contribution / active EE | $1,649 | $6,841-75.9% | $6,419-74.3% | $4,299-61.6% |
| Participant deferral / active EE | $5,250 | $9,865-46.8% | $9,331-43.7% | $6,507-19.3% |
| Admin fee / account holder | $8 | $17,692-100.0% | $16,305-100.0% | $12,624-99.9% |