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 7-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 | $70,102 | $99,877-29.8% | $84,966-17.5% | $145,922-52.0% |
| Participation rate | 64.7% | 74.1%-9.4pp | 67.5%-2.8pp | 80.3%-15.6pp |
| Annual return | 11.04% | 83.76%-72.7pp | 66.38%-55.3pp | 561.29%-550.3pp |
| Employer contribution / active EE | $3,468 | $3,231+7.3% | $2,727+27.2% | $4,660-25.6% |
| Participant deferral / active EE | $4,963 | $5,291-6.2% | $4,519+9.8% | $6,688-25.8% |
| Admin fee / account holder | $113 | $7,248-98.4% | $6,149-98.2% | $13,397-99.2% |