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 5-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 | $21,293 | $81,625-73.9% | $58,482-63.6% | $139,434-84.7% |
| Participation rate | 57.1% | 61.3%-4.2pp | 50.9%+6.3pp | 80.3%-23.2pp |
| Annual return | 18.16% | 7404.20%-7386.0pp | 4239.32%-4221.2pp | 372.94%-354.8pp |
| Employer contribution / active EE | $622 | $1,398-55.5% | $1,053-41.0% | $4,751-86.9% |
| Participant deferral / active EE | $3,110 | $2,557+21.6% | $1,924+61.6% | $6,710-53.7% |
| Admin fee / account holder | $126 | $3,265-96.1% | $2,516-95.0% | $11,403-98.9% |