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 3-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 | $9,298 | $99,877-90.7% | $84,966-89.1% | $145,922-93.6% |
| Participation rate | 61.1% | 74.1%-13.0pp | 67.5%-6.4pp | 80.3%-19.2pp |
| Annual return | 182.90% | 83.76%+99.1pp | 66.38%+116.5pp | 561.29%-378.4pp |
| Employer contribution / active EE | $1,582 | $3,231-51.0% | $2,727-42.0% | $4,660-66.0% |
| Participant deferral / active EE | $3,256 | $5,291-38.5% | $4,519-28.0% | $6,688-51.3% |
| Admin fee / account holder | $22 | $7,248-99.7% | $6,149-99.6% | $13,397-99.8% |