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 | $35,548 | $90,348-60.7% | $75,972-53.2% | $145,922-75.6% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.1%-9.1pp | 80.3%-20.3pp |
| Annual return | 14.60% | 620.88%-606.3pp | 359.55%-344.9pp | 561.29%-546.7pp |
| Employer contribution / active EE | $1,821 | $3,311-45.0% | $2,685-32.2% | $4,660-60.9% |
| Participant deferral / active EE | $1,942 | $5,162-62.4% | $4,255-54.4% | $6,688-71.0% |
| Admin fee / account holder | $139 | $8,467-98.4% | $6,467-97.9% | $13,397-99.0% |