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 | $27,625 | $117,841-76.6% | $102,423-73.0% | $145,922-81.1% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 56.49% | 31.65%+24.8pp | 29.32%+27.2pp | 561.29%-504.8pp |
| Employer contribution / active EE | $3,347 | $3,615-7.4% | $3,023+10.7% | $4,660-28.2% |
| Participant deferral / active EE | $8,489 | $5,731+48.1% | $5,053+68.0% | $6,688+26.9% |
| Admin fee / account holder | $75 | $13,326-99.4% | $9,451-99.2% | $13,397-99.4% |