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 | $41,207 | $157,256-73.8% | $141,162-70.8% | $152,861-73.0% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 32.00% | 64.32%-32.3pp | 71.39%-39.4pp | 345.32%-313.3pp |
| Employer contribution / active EE | $3,000 | $5,261-43.0% | $4,735-36.6% | $4,762-37.0% |
| Participant deferral / active EE | $7,500 | $7,109+5.5% | $6,709+11.8% | $5,850+28.2% |
| Admin fee / account holder | $136 | $12,120-98.9% | $10,261-98.7% | $11,596-98.8% |