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 3-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 | $74,320 | $74,888-0.8% | $71,209+4.4% | $142,382-47.8% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 25.01% | 345.14%-320.1pp | 282.51%-257.5pp | 217.08%-192.1pp |
| Employer contribution / active EE | $2,153 | $2,854-24.6% | $2,721-20.9% | $4,299-49.9% |
| Participant deferral / active EE | $10,996 | $4,454+146.9% | $4,175+163.4% | $6,507+69.0% |
| Admin fee / account holder | $245 | $5,568-95.6% | $5,349-95.4% | $12,624-98.1% |