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 8-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 | $22,262 | $115,770-80.8% | $101,248-78.0% | $158,922-86.0% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.8%-13.3pp | 82.0%-19.5pp |
| Annual return | 13.38% | 56.14%-42.8pp | 46.47%-33.1pp | 302.83%-289.4pp |
| Employer contribution / active EE | $1,731 | $4,175-58.5% | $3,660-52.7% | $4,761-63.7% |
| Participant deferral / active EE | $4,014 | $4,957-19.0% | $4,370-8.2% | $5,982-32.9% |
| Admin fee / account holder | $178 | $7,245-97.5% | $5,945-97.0% | $11,246-98.4% |