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 | $27,427 | $112,881-75.7% | $90,951-69.8% | $158,922-82.7% |
| Participation rate | 29.4% | 74.7%-45.3pp | 69.0%-39.6pp | 82.0%-52.5pp |
| Annual return | 36.68% | 215.79%-179.1pp | 134.60%-97.9pp | 302.83%-266.1pp |
| Employer contribution / active EE | $1,564 | $2,893-45.9% | $2,122-26.3% | $4,761-67.2% |
| Participant deferral / active EE | $1,932 | $4,128-53.2% | $3,373-42.7% | $5,982-67.7% |
| Admin fee / account holder | $20 | $8,041-99.8% | $5,959-99.7% | $11,246-99.8% |