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 | $43,482 | $150,187-71.0% | $120,354-63.9% | $145,922-70.2% |
| Participation rate | 50.0% | 78.8%-28.8pp | 71.9%-21.9pp | 80.3%-30.3pp |
| Annual return | 24.78% | 154.07%-129.3pp | 107.15%-82.4pp | 561.29%-536.5pp |
| Employer contribution / active EE | $2,129 | $4,348-51.0% | $3,463-38.5% | $4,660-54.3% |
| Participant deferral / active EE | $3,118 | $6,173-49.5% | $4,991-37.5% | $6,688-53.4% |
| Admin fee / account holder | $255 | $12,207-97.9% | $9,423-97.3% | $13,397-98.1% |