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 7-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 | $36,478 | $110,261-66.9% | $95,745-61.9% | $139,434-73.8% |
| Participation rate | 66.7% | 75.8%-9.1pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 19.63% | 27.11%-7.5pp | 28.35%-8.7pp | 372.94%-353.3pp |
| Employer contribution / active EE | $2,030 | $3,257-37.7% | $2,835-28.4% | $4,751-57.3% |
| Participant deferral / active EE | $10,077 | $4,676+115.5% | $4,245+137.4% | $6,710+50.2% |
| Admin fee / account holder | $135 | $6,613-98.0% | $5,678-97.6% | $11,403-98.8% |