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 | $62,311 | $159,901-61.0% | $146,958-57.6% | $145,922-57.3% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.6pp |
| Annual return | 13.23% | 98.13%-84.9pp | 418.34%-405.1pp | 561.29%-548.1pp |
| Employer contribution / active EE | $3,395 | $5,286-35.8% | $4,933-31.2% | $4,660-27.1% |
| Participant deferral / active EE | $5,620 | $8,428-33.3% | $8,070-30.4% | $6,688-16.0% |
| Admin fee / account holder | $77 | $15,044-99.5% | $12,998-99.4% | $13,397-99.4% |