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 5-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 | $59,409 | $67,823-12.4% | $52,425+13.3% | $137,256-56.7% |
| Participation rate | 61.5% | 63.9%-2.4pp | 55.6%+5.9pp | 80.0%-18.4pp |
| Annual return | 21.16% | 219.11%-197.9pp | 302.12%-281.0pp | 220.34%-199.2pp |
| Employer contribution / active EE | $1,352 | $1,163+16.2% | $914+47.9% | $4,156-67.5% |
| Participant deferral / active EE | $4,496 | $2,288+96.5% | $1,790+151.1% | $6,407-29.8% |
| Admin fee / account holder | $20 | $2,844-99.3% | $2,495-99.2% | $12,270-99.8% |