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 | $61,239 | $88,751-31.0% | $81,812-25.1% | $145,922-58.0% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.3%-15.2pp | 80.3%-23.1pp |
| Annual return | 16.93% | 1025.40%-1008.5pp | 773.79%-756.9pp | 561.29%-544.4pp |
| Employer contribution / active EE | $2,592 | $3,083-15.9% | $2,912-11.0% | $4,660-44.4% |
| Participant deferral / active EE | $11,324 | $4,643+143.9% | $4,319+162.2% | $6,688+69.3% |
| Admin fee / account holder | $227 | $8,415-97.3% | $7,386-96.9% | $13,397-98.3% |