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 7-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 | $138,850 | $110,502+25.7% | $80,716+72.0% | $167,490-17.1% |
| Participation rate | 46.7% | 64.0%-17.3pp | 54.2%-7.5pp | 82.1%-35.4pp |
| Annual return | 64.16% | 120.54%-56.4pp | 87.28%-23.1pp | 478.56%-414.4pp |
| Employer contribution / active EE | $1,463 | $1,543-5.2% | $1,160+26.1% | $4,837-69.8% |
| Participant deferral / active EE | $2,312 | $2,871-19.4% | $2,146+7.8% | $6,341-63.5% |
| Admin fee / account holder | $79 | $4,545-98.3% | $3,380-97.7% | $12,309-99.4% |