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 | $91,352 | $99,877-8.5% | $84,966+7.5% | $145,922-37.4% |
| Participation rate | 37.5% | 74.1%-36.6pp | 67.5%-30.0pp | 80.3%-42.8pp |
| Annual return | 32.42% | 83.76%-51.3pp | 66.38%-34.0pp | 561.29%-528.9pp |
| Employer contribution / active EE | $590 | $3,231-81.7% | $2,727-78.4% | $4,660-87.3% |
| Participant deferral / active EE | $8,625 | $5,291+63.0% | $4,519+90.8% | $6,688+29.0% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |