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 | $68,097-24.2% | $62,929-18.0% | $137,256-62.4% |
| Participation rate | 60.0% | 77.4%-17.4pp | 73.1%-13.1pp | 80.0%-20.0pp |
| Annual return | 26.18% | 1859.11%-1832.9pp | 1063.93%-1037.7pp | 220.34%-194.2pp |
| Employer contribution / active EE | $2,060 | $2,811-26.7% | $2,505-17.7% | $4,156-50.4% |
| Participant deferral / active EE | $10,386 | $4,553+128.1% | $3,888+167.1% | $6,407+62.1% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |