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 | $59,216 | $110,502-46.4% | $80,716-26.6% | $167,490-64.6% |
| Participation rate | 25.0% | 64.0%-39.0pp | 54.2%-29.2pp | 82.1%-57.1pp |
| Annual return | 15.20% | 120.54%-105.3pp | 87.28%-72.1pp | 478.56%-463.4pp |
| Employer contribution / active EE | $452 | $1,543-70.7% | $1,160-61.0% | $4,837-90.6% |
| Participant deferral / active EE | $2,411 | $2,871-16.0% | $2,146+12.4% | $6,341-62.0% |
| Admin fee / account holder | $225 | $4,545-95.1% | $3,380-93.4% | $12,309-98.2% |