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 3-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 | $51,616 | $70,756-27.1% | $65,493-21.2% | $142,382-63.7% |
| Participation rate | 60.0% | 77.4%-17.4pp | 73.1%-13.1pp | 80.1%-20.1pp |
| Annual return | 26.18% | 1754.89%-1728.7pp | 982.45%-956.3pp | 217.08%-190.9pp |
| Employer contribution / active EE | $2,060 | $2,881-28.5% | $2,574-20.0% | $4,299-52.1% |
| Participant deferral / active EE | $10,386 | $4,637+124.0% | $3,961+162.2% | $6,507+59.6% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |