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 | $76,642 | $96,635-20.7% | $86,612-11.5% | $139,434-45.0% |
| Participation rate | 18.2% | 74.4%-56.2pp | 71.7%-53.5pp | 80.3%-62.1pp |
| Annual return | 19.22% | 106.41%-87.2pp | 591.07%-571.9pp | 372.94%-353.7pp |
| Employer contribution / active EE | $1,125 | $3,263-65.5% | $3,022-62.8% | $4,751-76.3% |
| Participant deferral / active EE | $1,880 | $4,836-61.1% | $4,438-57.6% | $6,710-72.0% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |