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 | $88,710-34.3% | $81,783-28.7% | $145,959-60.0% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 12.59% | 1027.26%-1014.7pp | 775.05%-762.5pp | 561.95%-549.4pp |
| Employer contribution / active EE | $2,313 | $3,083-25.0% | $2,913-20.6% | $4,661-50.4% |
| Participant deferral / active EE | $3,584 | $4,645-22.8% | $4,320-17.0% | $6,689-46.4% |
| Admin fee / account holder | $191 | $8,407-97.7% | $7,380-97.4% | $13,398-98.6% |