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 | $54,523 | $148,534-63.3% | $135,903-59.9% | $139,434-60.9% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 28.73% | 79.19%-50.5pp | 68.23%-39.5pp | 372.94%-344.2pp |
| Employer contribution / active EE | $8,131 | $5,243+55.1% | $4,856+67.4% | $4,751+71.2% |
| Participant deferral / active EE | $13,058 | $8,100+61.2% | $7,758+68.3% | $6,710+94.6% |
| Admin fee / account holder | $218 | $12,400-98.2% | $10,762-98.0% | $11,403-98.1% |