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 | $80,413 | $175,202-54.1% | $149,673-46.3% | $139,434-42.3% |
| Participation rate | 25.0% | 83.4%-58.4pp | 78.8%-53.8pp | 80.3%-55.3pp |
| Annual return | 40.39% | 166.71%-126.3pp | 134.42%-94.0pp | 372.94%-332.6pp |
| Employer contribution / active EE | $4,859 | $5,474-11.2% | $4,818+0.8% | $4,751+2.3% |
| Participant deferral / active EE | $4,926 | $6,519-24.4% | $5,680-13.3% | $6,710-26.6% |
| Admin fee / account holder | $213 | $16,150-98.7% | $13,210-98.4% | $11,403-98.1% |