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 | $36,722 | $53,516-31.4% | $126,539-71.0% | $84,808-56.7% |
| Participation rate | 22.2% | 58.2%-36.0pp | 69.8%-47.6pp | 68.3%-46.1pp |
| Annual return | 16.93% | 58.34%-41.4pp | 425.95%-409.0pp | 40.90%-24.0pp |
| Employer contribution / active EE | $429 | $1,535-72.0% | $3,674-88.3% | $2,631-83.7% |
| Participant deferral / active EE | $2,044 | $2,671-23.4% | $4,083-49.9% | $4,212-51.5% |
| Admin fee / account holder | $134 | $4,497-97.0% | $6,065-97.8% | $7,344-98.2% |