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 | $32,331 | $148,534-78.2% | $135,903-76.2% | $139,434-76.8% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 26.89% | 79.19%-52.3pp | 68.23%-41.3pp | 372.94%-346.0pp |
| Employer contribution / active EE | $16,667 | $5,243+217.9% | $4,856+243.2% | $4,751+250.8% |
| Participant deferral / active EE | $12,146 | $8,100+49.9% | $7,758+56.6% | $6,710+81.0% |
| Admin fee / account holder | $83 | $12,400-99.3% | $10,762-99.2% | $11,403-99.3% |