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 | $64,354 | $159,901-59.8% | $146,958-56.2% | $145,922-55.9% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 21.01% | 98.13%-77.1pp | 418.34%-397.3pp | 561.29%-540.3pp |
| Employer contribution / active EE | $9,088 | $5,286+71.9% | $4,933+84.2% | $4,660+95.0% |
| Participant deferral / active EE | $8,753 | $8,428+3.8% | $8,070+8.5% | $6,688+30.9% |
| Admin fee / account holder | $83 | $15,044-99.4% | $12,998-99.4% | $13,397-99.4% |