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 6-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 | $42,715 | $96,635-55.8% | $86,612-50.7% | $139,434-69.4% |
| Participation rate | 55.6% | 74.4%-18.8pp | 71.7%-16.1pp | 80.3%-24.8pp |
| Annual return | 15.42% | 106.41%-91.0pp | 591.07%-575.6pp | 372.94%-357.5pp |
| Employer contribution / active EE | $2,086 | $3,263-36.1% | $3,022-31.0% | $4,751-56.1% |
| Participant deferral / active EE | $4,370 | $4,836-9.6% | $4,438-1.5% | $6,710-34.9% |
| Admin fee / account holder | $169 | $6,408-97.4% | $5,614-97.0% | $11,403-98.5% |