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 | $35,628 | $102,317-65.2% | $146,958-75.8% | $80,856-55.9% |
| Participation rate | 68.5% | 75.8%-7.3pp | 82.2%-13.6pp | 67.6%+0.9pp |
| Annual return | 25.02% | 134.76%-109.7pp | 418.34%-393.3pp | 35.59%-10.6pp |
| Employer contribution / active EE | $1,459 | $3,713-60.7% | $4,933-70.4% | $2,755-47.0% |
| Participant deferral / active EE | $4,371 | $6,644-34.2% | $8,070-45.8% | $4,296+1.8% |
| Admin fee / account holder | $195 | $7,941-97.5% | $12,998-98.5% | $6,918-97.2% |