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 | $50,145 | $111,724-55.1% | $93,606-46.4% | $145,922-65.6% |
| Participation rate | 62.5% | 74.2%-11.7pp | 68.7%-6.2pp | 80.3%-17.8pp |
| Annual return | 18.54% | 202.98%-184.4pp | 133.20%-114.7pp | 561.29%-542.7pp |
| Employer contribution / active EE | $3,401 | $3,090+10.1% | $2,420+40.6% | $4,660-27.0% |
| Participant deferral / active EE | $4,942 | $4,912+0.6% | $4,411+12.0% | $6,688-26.1% |
| Admin fee / account holder | $25 | $10,250-99.8% | $8,285-99.7% | $13,397-99.8% |