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 | $27,270 | $99,877-72.7% | $84,966-67.9% | $145,922-81.3% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 29.24% | 83.76%-54.5pp | 66.38%-37.1pp | 561.29%-532.0pp |
| Employer contribution / active EE | $5,565 | $3,231+72.2% | $2,727+104.1% | $4,660+19.4% |
| Participant deferral / active EE | $8,042 | $5,291+52.0% | $4,519+78.0% | $6,688+20.3% |
| Admin fee / account holder | $12 | $7,248-99.8% | $6,149-99.8% | $13,397-99.9% |