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 | $67,175 | $111,814-39.9% | $93,654-28.3% | $145,959-54.0% |
| Participation rate | 62.5% | 74.2%-11.7pp | 68.7%-6.2pp | 80.3%-17.8pp |
| Annual return | 97.83% | 203.30%-105.5pp | 133.34%-35.5pp | 561.95%-464.1pp |
| Employer contribution / active EE | $1,598 | $3,092-48.3% | $2,421-34.0% | $4,661-65.7% |
| Participant deferral / active EE | $2,188 | $4,914-55.5% | $4,413-50.4% | $6,689-67.3% |
| Admin fee / account holder | $86 | $10,246-99.2% | $8,282-99.0% | $13,398-99.4% |