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 | $12,825 | $30,400-57.8% | $53,898-76.2% | $84,808-84.9% |
| Participation rate | 64.0% | 46.4%+17.6pp | 55.0%+9.0pp | 68.3%-4.3pp |
| Annual return | 22.85% | 500.19%-477.3pp | 528.60%-505.8pp | 40.90%-18.0pp |
| Employer contribution / active EE | $1,539 | $603+155.3% | $932+65.1% | $2,631-41.5% |
| Participant deferral / active EE | $1,939 | $1,199+61.8% | $1,826+6.2% | $4,212-53.9% |
| Admin fee / account holder | $72 | $1,993-96.4% | $2,491-97.1% | $7,344-99.0% |