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 | $43,030 | $150,187-71.3% | $120,354-64.2% | $145,922-70.5% |
| Participation rate | 46.7% | 78.8%-32.1pp | 71.9%-25.2pp | 80.3%-33.6pp |
| Annual return | 16.68% | 154.07%-137.4pp | 107.15%-90.5pp | 561.29%-544.6pp |
| Employer contribution / active EE | $1,961 | $4,348-54.9% | $3,463-43.4% | $4,660-57.9% |
| Participant deferral / active EE | $3,342 | $6,173-45.9% | $4,991-33.0% | $6,688-50.0% |
| Admin fee / account holder | $240 | $12,207-98.0% | $9,423-97.5% | $13,397-98.2% |