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 | $30,064 | $115,770-74.0% | $101,248-70.3% | $158,922-81.1% |
| Participation rate | 25.0% | 79.4%-54.4pp | 75.8%-50.8pp | 82.0%-57.0pp |
| Annual return | 31.98% | 56.14%-24.2pp | 46.47%-14.5pp | 302.83%-270.9pp |
| Employer contribution / active EE | $1,250 | $4,175-70.1% | $3,660-65.8% | $4,761-73.7% |
| Participant deferral / active EE | $1,755 | $4,957-64.6% | $4,370-59.8% | $5,982-70.7% |
| Admin fee / account holder | $87 | $7,245-98.8% | $5,945-98.5% | $11,246-99.2% |