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 7-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 | $45,420 | $96,635-53.0% | $86,612-47.6% | $139,434-67.4% |
| Participation rate | 33.3% | 74.4%-41.1pp | 71.7%-38.4pp | 80.3%-47.0pp |
| Annual return | 24.93% | 106.41%-81.5pp | 591.07%-566.1pp | 372.94%-348.0pp |
| Employer contribution / active EE | $1,357 | $3,263-58.4% | $3,022-55.1% | $4,751-71.4% |
| Participant deferral / active EE | $2,710 | $4,836-44.0% | $4,438-38.9% | $6,710-59.6% |
| Admin fee / account holder | $161 | $6,408-97.5% | $5,614-97.1% | $11,403-98.6% |