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 | $50,896 | $138,044-63.1% | $125,339-59.4% | $134,475-62.2% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | 783.43% | 750.33%+33.1pp | 572.05%+211.4pp | 417.96%+365.5pp |
| Employer contribution / active EE | $2,223 | $5,243-57.6% | $4,814-53.8% | $4,740-53.1% |
| Participant deferral / active EE | $3,863 | $7,799-50.5% | $7,446-48.1% | $6,400-39.6% |
| Admin fee / account holder | $276 | $11,571-97.6% | $10,010-97.2% | $11,426-97.6% |