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 | $31,108 | $138,044-77.5% | $125,339-75.2% | $134,475-76.9% |
| Participation rate | 54.5% | 84.5%-29.9pp | 82.4%-27.8pp | 81.2%-26.7pp |
| Annual return | -20.30% | 750.33%-770.6pp | 572.05%-592.3pp | 417.96%-438.3pp |
| Employer contribution / active EE | $2,523 | $5,243-51.9% | $4,814-47.6% | $4,740-46.8% |
| Participant deferral / active EE | $5,437 | $7,799-30.3% | $7,446-27.0% | $6,400-15.0% |
| Admin fee / account holder | $106 | $11,571-99.1% | $10,010-98.9% | $11,426-99.1% |