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 | $46,296 | $117,381-60.6% | $99,443-53.4% | $152,861-69.7% |
| Participation rate | 33.3% | 77.5%-44.2pp | 73.8%-40.5pp | 82.4%-49.1pp |
| Annual return | 24.64% | 31.87%-7.2pp | 30.72%-6.1pp | 345.32%-320.7pp |
| Employer contribution / active EE | $1,787 | $3,013-40.7% | $2,540-29.7% | $4,762-62.5% |
| Participant deferral / active EE | $6,333 | $4,086+55.0% | $3,619+75.0% | $5,850+8.3% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |