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 | $29,174 | $228,332-87.2% | $185,823-84.3% | $158,922-81.6% |
| Participation rate | 33.3% | 82.3%-49.0pp | 78.0%-44.7pp | 82.0%-48.6pp |
| Annual return | 49.47% | 40.80%+8.7pp | 35.95%+13.5pp | 302.83%-253.4pp |
| Employer contribution / active EE | $2,338 | $4,967-52.9% | $4,087-42.8% | $4,761-50.9% |
| Participant deferral / active EE | $2,928 | $6,415-54.4% | $5,632-48.0% | $5,982-51.1% |
| Admin fee / account holder | $76 | $11,864-99.4% | $9,500-99.2% | $11,246-99.3% |