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 8-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 | $26,401 | $112,096-76.4% | $95,952-72.5% | $158,922-83.4% |
| Participation rate | 60.0% | 79.0%-19.0pp | 77.1%-17.1pp | 82.0%-22.0pp |
| Annual return | 23.78% | 171.09%-147.3pp | 91.61%-67.8pp | 302.83%-279.0pp |
| Employer contribution / active EE | $1,761 | $3,198-44.9% | $2,541-30.7% | $4,761-63.0% |
| Participant deferral / active EE | $3,667 | $4,784-23.3% | $4,167-12.0% | $5,982-38.7% |
| Admin fee / account holder | $82 | $10,130-99.2% | $6,795-98.8% | $11,246-99.3% |