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 | $38,182 | $209,411-81.8% | $178,490-78.6% | $158,922-76.0% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 22.39% | 188.75%-166.4pp | 151.07%-128.7pp | 302.83%-280.4pp |
| Employer contribution / active EE | $1,479 | $5,706-74.1% | $5,011-70.5% | $4,761-68.9% |
| Participant deferral / active EE | $5,604 | $5,954-5.9% | $5,202+7.7% | $5,982-6.3% |
| Admin fee / account holder | $255 | $17,074-98.5% | $13,984-98.2% | $11,246-97.7% |