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 4-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 | $21,412 | $106,515-79.9% | $96,683-77.9% | $139,434-84.6% |
| Participation rate | 57.1% | 77.8%-20.7pp | 74.3%-17.2pp | 80.3%-23.2pp |
| Annual return | 177.15% | 38.43%+138.7pp | 35.69%+141.5pp | 372.94%-195.8pp |
| Employer contribution / active EE | $1,500 | $4,103-63.4% | $3,737-59.9% | $4,751-68.4% |
| Participant deferral / active EE | $5,199 | $5,454-4.7% | $4,878+6.6% | $6,710-22.5% |
| Admin fee / account holder | $89 | $7,877-98.9% | $6,730-98.7% | $11,403-99.2% |