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 6-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 | $60,012 | $123,909-51.6% | $69,647-13.8% | $145,922-58.9% |
| Participation rate | 50.0% | 69.2%-19.2pp | 66.5%-16.5pp | 80.3%-30.3pp |
| Annual return | 14.99% | 190.55%-175.6pp | 100.48%-85.5pp | 561.29%-546.3pp |
| Employer contribution / active EE | $2,573 | $2,682-4.0% | $1,712+50.3% | $4,660-44.8% |
| Participant deferral / active EE | $2,573 | $4,236-39.3% | $2,886-10.8% | $6,688-61.5% |
| Admin fee / account holder | $240 | $7,863-96.9% | $4,713-94.9% | $13,397-98.2% |