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 3-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 | $26,650 | $99,877-73.3% | $84,966-68.6% | $145,922-81.7% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 29.92% | 83.76%-53.8pp | 66.38%-36.5pp | 561.29%-531.4pp |
| Employer contribution / active EE | $3,388 | $3,231+4.9% | $2,727+24.2% | $4,660-27.3% |
| Participant deferral / active EE | $11,018 | $5,291+108.3% | $4,519+143.8% | $6,688+64.8% |
| Admin fee / account holder | $273 | $7,248-96.2% | $6,149-95.6% | $13,397-98.0% |