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 9-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 | $31,307 | $57,281-45.3% | $86,612-63.9% | $75,163-58.3% |
| Participation rate | 50.0% | 63.2%-13.2pp | 71.7%-21.7pp | 67.2%-17.2pp |
| Annual return | 22.57% | 2670.75%-2648.2pp | 591.07%-568.5pp | 160.62%-138.0pp |
| Employer contribution / active EE | $1,455 | $2,314-37.1% | $3,022-51.9% | $2,670-45.5% |
| Participant deferral / active EE | $3,443 | $3,318+3.8% | $4,438-22.4% | $4,125-16.5% |
| Admin fee / account holder | $243 | $4,112-94.1% | $5,614-95.7% | $5,651-95.7% |