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 | $53,684 | $77,730-30.9% | $70,164-23.5% | $139,434-61.5% |
| Participation rate | 50.0% | 83.2%-33.2pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 59.76% | 18.98%+40.8pp | 18.87%+40.9pp | 372.94%-313.2pp |
| Employer contribution / active EE | $8,723 | $4,990+74.8% | $4,287+103.5% | $4,751+83.6% |
| Participant deferral / active EE | $10,500 | $6,448+62.8% | $5,395+94.6% | $6,710+56.5% |
| Admin fee / account holder | $0 | $5,368-100.0% | $4,561-100.0% | $11,403-100.0% |