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 | $45,344 | $70,606-35.8% | $53,898-15.9% | $142,382-68.2% |
| Participation rate | 59.1% | 63.7%-4.6pp | 55.0%+4.1pp | 80.1%-21.0pp |
| Annual return | 18.47% | 619.81%-601.3pp | 528.60%-510.1pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,540 | $1,202+28.1% | $932+65.2% | $4,299-64.2% |
| Participant deferral / active EE | $5,490 | $2,364+132.2% | $1,826+200.6% | $6,507-15.6% |
| Admin fee / account holder | $15 | $2,852-99.5% | $2,491-99.4% | $12,624-99.9% |