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 | $51,533 | $150,187-65.7% | $120,354-57.2% | $145,922-64.7% |
| Participation rate | 66.7% | 78.8%-12.1pp | 71.9%-5.2pp | 80.3%-13.6pp |
| Annual return | 11.62% | 154.07%-142.4pp | 107.15%-95.5pp | 561.29%-549.7pp |
| Employer contribution / active EE | $2,271 | $4,348-47.8% | $3,463-34.4% | $4,660-51.3% |
| Participant deferral / active EE | $6,558 | $6,173+6.2% | $4,991+31.4% | $6,688-1.9% |
| Admin fee / account holder | $195 | $12,207-98.4% | $9,423-97.9% | $13,397-98.5% |