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 | $32,550 | $96,635-66.3% | $86,612-62.4% | $139,434-76.7% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 29.02% | 106.41%-77.4pp | 591.07%-562.1pp | 372.94%-343.9pp |
| Employer contribution / active EE | $5,153 | $3,263+57.9% | $3,022+70.5% | $4,751+8.5% |
| Participant deferral / active EE | $6,835 | $4,836+41.3% | $4,438+54.0% | $6,710+1.9% |
| Admin fee / account holder | $100 | $6,408-98.4% | $5,614-98.2% | $11,403-99.1% |