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 | $58,326 | $88,751-34.3% | $81,812-28.7% | $145,922-60.0% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.3%-47.3pp | 80.3%-55.3pp |
| Annual return | 12.59% | 1025.40%-1012.8pp | 773.79%-761.2pp | 561.29%-548.7pp |
| Employer contribution / active EE | $2,313 | $3,083-25.0% | $2,912-20.6% | $4,660-50.4% |
| Participant deferral / active EE | $3,584 | $4,643-22.8% | $4,319-17.0% | $6,688-46.4% |
| Admin fee / account holder | $191 | $8,415-97.7% | $7,386-97.4% | $13,397-98.6% |