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 | $38,949 | $111,724-65.1% | $93,606-58.4% | $145,922-73.3% |
| Participation rate | 60.9% | 74.2%-13.3pp | 68.7%-7.9pp | 80.3%-19.4pp |
| Annual return | 18.42% | 202.98%-184.6pp | 133.20%-114.8pp | 561.29%-542.9pp |
| Employer contribution / active EE | $1,536 | $3,090-50.3% | $2,420-36.5% | $4,660-67.0% |
| Participant deferral / active EE | $2,574 | $4,912-47.6% | $4,411-41.7% | $6,688-61.5% |
| Admin fee / account holder | $155 | $10,250-98.5% | $8,285-98.1% | $13,397-98.8% |