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 6-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 | $30,369 | $65,409-53.6% | $98,442-69.1% | $85,850-64.6% |
| Participation rate | 31.0% | 65.0%-34.0pp | 73.3%-42.4pp | 69.3%-38.4pp |
| Annual return | 18.16% | 21.76%-3.6pp | 1492.73%-1474.6pp | 318.53%-300.4pp |
| Employer contribution / active EE | $930 | $2,168-57.1% | $2,960-68.6% | $2,565-63.7% |
| Participant deferral / active EE | $2,102 | $3,166-33.6% | $4,276-50.8% | $3,952-46.8% |
| Admin fee / account holder | $223 | $4,593-95.1% | $5,949-96.2% | $6,260-96.4% |