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 | $78,024 | $115,770-32.6% | $101,248-22.9% | $158,922-50.9% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 18.60% | 56.14%-37.5pp | 46.47%-27.9pp | 302.83%-284.2pp |
| Employer contribution / active EE | $1,820 | $4,175-56.4% | $3,660-50.3% | $4,761-61.8% |
| Participant deferral / active EE | $2,730 | $4,957-44.9% | $4,370-37.5% | $5,982-54.4% |
| Admin fee / account holder | $274 | $7,245-96.2% | $5,945-95.4% | $11,246-97.6% |