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 | $22,680 | $107,334-78.9% | $92,893-75.6% | $152,861-85.2% |
| Participation rate | 41.2% | 79.8%-38.6pp | 76.0%-34.8pp | 82.4%-41.3pp |
| Annual return | 37.66% | 145.58%-107.9pp | 109.41%-71.8pp | 345.32%-307.7pp |
| Employer contribution / active EE | $1,641 | $4,221-61.1% | $3,653-55.1% | $4,762-65.5% |
| Participant deferral / active EE | $3,161 | $4,845-34.8% | $4,236-25.4% | $5,850-46.0% |
| Admin fee / account holder | $66 | $7,079-99.1% | $5,794-98.9% | $11,596-99.4% |