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 | $106,464 | $159,901-33.4% | $146,958-27.6% | $145,922-27.0% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 17.29% | 98.13%-80.8pp | 418.34%-401.1pp | 561.29%-544.0pp |
| Employer contribution / active EE | $16,416 | $5,286+210.5% | $4,933+232.8% | $4,660+252.3% |
| Participant deferral / active EE | $4,519 | $8,428-46.4% | $8,070-44.0% | $6,688-32.4% |
| Admin fee / account holder | $60 | $15,044-99.6% | $12,998-99.5% | $13,397-99.6% |