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 | $35,101 | $65,561-46.5% | $86,188-59.3% | $75,163-53.3% |
| Participation rate | 64.5% | 60.5%+4.0pp | 69.0%-4.4pp | 67.2%-2.7pp |
| Annual return | 14.42% | 46.05%-31.6pp | 1168.45%-1154.0pp | 160.62%-146.2pp |
| Employer contribution / active EE | $1,471 | $1,553-5.3% | $2,380-38.2% | $2,670-44.9% |
| Participant deferral / active EE | $3,806 | $3,024+25.9% | $3,985-4.5% | $4,125-7.7% |
| Admin fee / account holder | $12 | $5,474-99.8% | $6,852-99.8% | $5,651-99.8% |