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 8-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 | $29,062 | $126,574-77.0% | $106,213-72.6% | $145,922-80.1% |
| Participation rate | 60.0% | 77.6%-17.6pp | 75.3%-15.3pp | 80.3%-20.3pp |
| Annual return | 18.21% | 224.79%-206.6pp | 116.14%-97.9pp | 561.29%-543.1pp |
| Employer contribution / active EE | $1,034 | $3,730-72.3% | $3,171-67.4% | $4,660-77.8% |
| Participant deferral / active EE | $2,893 | $5,724-49.5% | $5,016-42.3% | $6,688-56.7% |
| Admin fee / account holder | $23 | $17,304-99.9% | $11,033-99.8% | $13,397-99.8% |