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 8-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 | $65,490 | $70,587-7.2% | $124,672-47.5% | $85,850-23.7% |
| Participation rate | 65.8% | 64.4%+1.4pp | 74.6%-8.8pp | 69.3%-3.5pp |
| Annual return | 20.10% | 20688.83%-20668.7pp | 5142.93%-5122.8pp | 318.53%-298.4pp |
| Employer contribution / active EE | $2,046 | $1,913+6.9% | $3,324-38.4% | $2,565-20.2% |
| Participant deferral / active EE | $3,246 | $2,969+9.4% | $4,614-29.6% | $3,952-17.8% |
| Admin fee / account holder | $129 | $5,282-97.5% | $7,493-98.3% | $6,260-97.9% |