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 | $52,353-29.9% | $120,225-69.5% | $82,448-55.5% |
| Participation rate | 22.2% | 58.3%-36.1pp | 69.6%-47.4pp | 68.1%-45.8pp |
| Annual return | 16.93% | 61.85%-44.9pp | 439.23%-422.3pp | 41.64%-24.7pp |
| Employer contribution / active EE | $429 | $1,510-71.6% | $3,475-87.7% | $2,551-83.2% |
| Participant deferral / active EE | $2,044 | $2,627-22.2% | $3,999-48.9% | $4,139-50.6% |
| Admin fee / account holder | $134 | $4,363-96.9% | $5,696-97.7% | $7,234-98.2% |