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 5-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 | $47,636 | $126,519-62.3% | $106,201-55.1% | $145,959-67.4% |
| Participation rate | 53.8% | 77.7%-23.8pp | 75.3%-21.4pp | 80.3%-26.4pp |
| Annual return | 27.42% | 225.10%-197.7pp | 116.26%-88.8pp | 561.95%-534.5pp |
| Employer contribution / active EE | $1,021 | $3,726-72.6% | $3,170-67.8% | $4,661-78.1% |
| Participant deferral / active EE | $5,802 | $5,716+1.5% | $5,012+15.8% | $6,689-13.2% |
| Admin fee / account holder | $36 | $17,312-99.8% | $11,039-99.7% | $13,398-99.7% |