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 | $64,840 | $104,664-38.0% | $85,682-24.3% | $167,490-61.3% |
| Participation rate | 42.9% | 76.4%-33.5pp | 69.9%-27.0pp | 82.1%-39.2pp |
| Annual return | 15.05% | 21.45%-6.4pp | 21.49%-6.4pp | 478.56%-463.5pp |
| Employer contribution / active EE | $1,187 | $3,337-64.4% | $2,618-54.7% | $4,837-75.5% |
| Participant deferral / active EE | $5,654 | $4,824+17.2% | $3,923+44.1% | $6,341-10.8% |
| Admin fee / account holder | $72 | $10,032-99.3% | $6,873-99.0% | $12,309-99.4% |