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 | $47,836 | $109,982-56.5% | $97,226-50.8% | $145,922-67.2% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 11.49% | 242.90%-231.4pp | 75.13%-63.6pp | 561.29%-549.8pp |
| Employer contribution / active EE | $2,623 | $3,084-14.9% | $2,729-3.9% | $4,660-43.7% |
| Participant deferral / active EE | $15,295 | $4,676+227.1% | $4,264+258.7% | $6,688+128.7% |
| Admin fee / account holder | $193 | $6,221-96.9% | $5,654-96.6% | $13,397-98.6% |