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 | $27,103 | $98,750-72.6% | $149,696-81.9% | $79,858-66.1% |
| Participation rate | 51.9% | 75.8%-23.9pp | 82.5%-30.6pp | 69.6%-17.8pp |
| Annual return | 48.43% | 27.43%+21.0pp | 276.60%-228.2pp | 31.71%+16.7pp |
| Employer contribution / active EE | $1,473 | $3,216-54.2% | $4,644-68.3% | $2,471-40.4% |
| Participant deferral / active EE | $3,099 | $5,680-45.4% | $6,842-54.7% | $3,740-17.1% |
| Admin fee / account holder | $139 | $6,053-97.7% | $9,309-98.5% | $5,306-97.4% |