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 | $71,750 | $99,921-28.2% | $85,009-15.6% | $145,959-50.8% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 14.15% | 83.89%-69.7pp | 66.47%-52.3pp | 561.95%-547.8pp |
| Employer contribution / active EE | $10,000 | $3,233+209.3% | $2,728+266.5% | $4,661+114.6% |
| Participant deferral / active EE | $10,167 | $5,293+92.1% | $4,522+124.8% | $6,689+52.0% |
| Admin fee / account holder | $273 | $7,252-96.2% | $6,153-95.6% | $13,398-98.0% |