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 6-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 | $56,605 | $102,317-44.7% | $146,958-61.5% | $80,856-30.0% |
| Participation rate | 56.8% | 75.8%-19.1pp | 82.2%-25.4pp | 67.6%-10.9pp |
| Annual return | 20.22% | 134.76%-114.5pp | 418.34%-398.1pp | 35.59%-15.4pp |
| Employer contribution / active EE | $1,418 | $3,713-61.8% | $4,933-71.3% | $2,755-48.5% |
| Participant deferral / active EE | $4,672 | $6,644-29.7% | $8,070-42.1% | $4,296+8.8% |
| Admin fee / account holder | $178 | $7,941-97.8% | $12,998-98.6% | $6,918-97.4% |