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 10-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 | $62,973 | $100,041-37.1% | $149,718-57.9% | $70,131-10.2% |
| Participation rate | 61.0% | 83.6%-22.6pp | 87.1%-26.1pp | 69.5%-8.5pp |
| Annual return | 22.90% | 27.43%-4.5pp | 1501.63%-1478.7pp | 73.14%-50.2pp |
| Employer contribution / active EE | $2,915 | $3,662-20.4% | $5,445-46.5% | $2,342+24.5% |
| Participant deferral / active EE | $5,617 | $4,983+12.7% | $6,569-14.5% | $3,332+68.6% |
| Admin fee / account holder | $28 | $8,286-99.7% | $11,283-99.7% | $4,645-99.4% |