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 | $60,713 | $111,724-45.7% | $93,606-35.1% | $145,922-58.4% |
| Participation rate | 45.8% | 74.2%-28.4pp | 68.7%-22.9pp | 80.3%-34.4pp |
| Annual return | 15.46% | 202.98%-187.5pp | 133.20%-117.7pp | 561.29%-545.8pp |
| Employer contribution / active EE | $1,289 | $3,090-58.3% | $2,420-46.7% | $4,660-72.3% |
| Participant deferral / active EE | $3,853 | $4,912-21.5% | $4,411-12.6% | $6,688-42.4% |
| Admin fee / account holder | $50 | $10,250-99.5% | $8,285-99.4% | $13,397-99.6% |