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 | $32,221 | $74,888-57.0% | $71,209-54.8% | $142,382-77.4% |
| Participation rate | 28.6% | 76.2%-47.7pp | 73.8%-45.2pp | 80.1%-51.5pp |
| Annual return | 18.51% | 345.14%-326.6pp | 282.51%-264.0pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,007 | $2,854-64.7% | $2,721-63.0% | $4,299-76.6% |
| Participant deferral / active EE | $3,107 | $4,454-30.2% | $4,175-25.6% | $6,507-52.3% |
| Admin fee / account holder | $243 | $5,568-95.6% | $5,349-95.5% | $12,624-98.1% |