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 | $50,049 | $93,024-46.2% | $77,024-35.0% | $134,475-62.8% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -21.03% | 62.60%-83.6pp | 42.32%-63.3pp | 417.96%-439.0pp |
| Employer contribution / active EE | $3,596 | $3,418+5.2% | $2,812+27.9% | $4,740-24.1% |
| Participant deferral / active EE | $5,270 | $5,238+0.6% | $4,426+19.1% | $6,400-17.7% |
| Admin fee / account holder | $203 | $6,944-97.1% | $5,425-96.3% | $11,426-98.2% |