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 | $52,919 | $88,751-40.4% | $81,812-35.3% | $145,922-63.7% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | 11.74% | 1025.40%-1013.7pp | 773.79%-762.1pp | 561.29%-549.5pp |
| Employer contribution / active EE | $3,602 | $3,083+16.8% | $2,912+23.7% | $4,660-22.7% |
| Participant deferral / active EE | $7,431 | $4,643+60.0% | $4,319+72.1% | $6,688+11.1% |
| Admin fee / account holder | $196 | $8,415-97.7% | $7,386-97.3% | $13,397-98.5% |