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 6-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 | $36,885 | $159,901-76.9% | $146,958-74.9% | $145,922-74.7% |
| Participation rate | 41.2% | 84.0%-42.8pp | 82.2%-41.0pp | 80.3%-39.1pp |
| Annual return | 14.87% | 98.13%-83.3pp | 418.34%-403.5pp | 561.29%-546.4pp |
| Employer contribution / active EE | $1,972 | $5,286-62.7% | $4,933-60.0% | $4,660-57.7% |
| Participant deferral / active EE | $3,411 | $8,428-59.5% | $8,070-57.7% | $6,688-49.0% |
| Admin fee / account holder | $53 | $15,044-99.6% | $12,998-99.6% | $13,397-99.6% |