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 | $101,780 | $106,890-4.8% | $84,015+21.1% | $152,861-33.4% |
| Participation rate | 56.3% | 75.2%-19.0pp | 69.0%-12.8pp | 82.4%-26.2pp |
| Annual return | 25.47% | 104.99%-79.5pp | 71.31%-45.8pp | 345.32%-319.9pp |
| Employer contribution / active EE | $2,107 | $2,734-22.9% | $1,983+6.2% | $4,762-55.8% |
| Participant deferral / active EE | $4,429 | $4,011+10.4% | $3,239+36.8% | $5,850-24.3% |
| Admin fee / account holder | $24 | $8,285-99.7% | $6,101-99.6% | $11,596-99.8% |