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 6-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 | $49,646 | $70,606-29.7% | $53,898-7.9% | $142,382-65.1% |
| Participation rate | 62.5% | 63.7%-1.2pp | 55.0%+7.5pp | 80.1%-17.6pp |
| Annual return | 13.48% | 619.81%-606.3pp | 528.60%-515.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $876 | $1,202-27.1% | $932-6.0% | $4,299-79.6% |
| Participant deferral / active EE | $5,355 | $2,364+126.5% | $1,826+193.2% | $6,507-17.7% |
| Admin fee / account holder | $167 | $2,852-94.1% | $2,491-93.3% | $12,624-98.7% |