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 10-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 | $73,325 | $99,877-26.6% | $84,966-13.7% | $145,922-49.8% |
| Participation rate | 55.6% | 74.1%-18.5pp | 67.5%-11.9pp | 80.3%-24.7pp |
| Annual return | 11.51% | 83.76%-72.2pp | 66.38%-54.9pp | 561.29%-549.8pp |
| Employer contribution / active EE | $6,700 | $3,231+107.3% | $2,727+145.7% | $4,660+43.8% |
| Participant deferral / active EE | $4,933 | $5,291-6.8% | $4,519+9.1% | $6,688-26.2% |
| Admin fee / account holder | $186 | $7,248-97.4% | $6,149-97.0% | $13,397-98.6% |