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 9-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 | $34,234 | $121,625-71.9% | $104,607-67.3% | $158,922-78.5% |
| Participation rate | 25.0% | 77.5%-52.5pp | 74.1%-49.1pp | 82.0%-57.0pp |
| Annual return | 22.04% | 465.26%-443.2pp | 340.46%-318.4pp | 302.83%-280.8pp |
| Employer contribution / active EE | $860 | $3,163-72.8% | $2,681-67.9% | $4,761-81.9% |
| Participant deferral / active EE | $2,150 | $4,177-48.5% | $3,740-42.5% | $5,982-64.1% |
| Admin fee / account holder | $105 | $7,787-98.7% | $6,473-98.4% | $11,246-99.1% |