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 | $48,673 | $98,750-50.7% | $149,696-67.5% | $79,858-39.1% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.5%-32.5pp | 69.6%-19.6pp |
| Annual return | 16.12% | 27.43%-11.3pp | 276.60%-260.5pp | 31.71%-15.6pp |
| Employer contribution / active EE | $1,223 | $3,216-62.0% | $4,644-73.7% | $2,471-50.5% |
| Participant deferral / active EE | $2,669 | $5,680-53.0% | $6,842-61.0% | $3,740-28.6% |
| Admin fee / account holder | $145 | $6,053-97.6% | $9,309-98.4% | $5,306-97.3% |