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 | $62,322 | $76,738-18.8% | $56,411+10.5% | $145,922-57.3% |
| Participation rate | 62.5% | 63.2%-0.7pp | 52.5%+10.0pp | 80.3%-17.8pp |
| Annual return | 16.96% | 2994.23%-2977.3pp | 1701.33%-1684.4pp | 561.29%-544.3pp |
| Employer contribution / active EE | $1,709 | $1,380+23.8% | $1,039+64.5% | $4,660-63.3% |
| Participant deferral / active EE | $3,420 | $2,623+30.4% | $1,952+75.2% | $6,688-48.9% |
| Admin fee / account holder | $180 | $3,334-94.6% | $2,829-93.6% | $13,397-98.7% |