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 | $70,883 | $105,998-33.1% | $92,233-23.1% | $147,584-52.0% |
| Participation rate | 61.5% | 80.4%-18.9pp | 76.5%-14.9pp | 82.8%-21.3pp |
| Annual return | 20.58% | 50.05%-29.5pp | 176.28%-155.7pp | 578.55%-558.0pp |
| Employer contribution / active EE | $7,473 | $4,333+72.5% | $3,679+103.1% | $4,876+53.2% |
| Participant deferral / active EE | $6,068 | $4,478+35.5% | $3,897+55.7% | $5,439+11.6% |
| Admin fee / account holder | $241 | $6,332-96.2% | $5,194-95.4% | $10,885-97.8% |