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 | $62,000 | $175,202-64.6% | $149,673-58.6% | $139,434-55.5% |
| Participation rate | 27.3% | 83.4%-56.1pp | 78.8%-51.5pp | 80.3%-53.0pp |
| Annual return | 23.53% | 166.71%-143.2pp | 134.42%-110.9pp | 372.94%-349.4pp |
| Employer contribution / active EE | $1,319 | $5,474-75.9% | $4,818-72.6% | $4,751-72.2% |
| Participant deferral / active EE | $2,501 | $6,519-61.6% | $5,680-56.0% | $6,710-62.7% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |