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 6-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 | $24,199 | $65,561-63.1% | $86,188-71.9% | $75,163-67.8% |
| Participation rate | 42.3% | 60.5%-18.2pp | 69.0%-26.7pp | 67.2%-24.9pp |
| Annual return | 19.02% | 46.05%-27.0pp | 1168.45%-1149.4pp | 160.62%-141.6pp |
| Employer contribution / active EE | $1,288 | $1,553-17.0% | $2,380-45.9% | $2,670-51.8% |
| Participant deferral / active EE | $1,818 | $3,024-39.9% | $3,985-54.4% | $4,125-55.9% |
| Admin fee / account holder | $161 | $5,474-97.1% | $6,852-97.6% | $5,651-97.1% |