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 | $20,018 | $81,632-75.5% | $70,449-71.6% | $158,922-87.4% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.1%-25.1pp | 82.0%-32.0pp |
| Annual return | 20.61% | 208.40%-187.8pp | 109.03%-88.4pp | 302.83%-282.2pp |
| Employer contribution / active EE | $1,120 | $3,217-65.2% | $2,737-59.1% | $4,761-76.5% |
| Participant deferral / active EE | $3,733 | $4,554-18.0% | $3,709+0.7% | $5,982-37.6% |
| Admin fee / account holder | $275 | $6,193-95.6% | $3,845-92.9% | $11,246-97.6% |