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 | $32,884 | $175,202-81.2% | $149,673-78.0% | $139,434-76.4% |
| Participation rate | 69.6% | 83.4%-13.8pp | 78.8%-9.2pp | 80.3%-10.8pp |
| Annual return | 23.88% | 166.71%-142.8pp | 134.42%-110.5pp | 372.94%-349.1pp |
| Employer contribution / active EE | $3,093 | $5,474-43.5% | $4,818-35.8% | $4,751-34.9% |
| Participant deferral / active EE | $4,810 | $6,519-26.2% | $5,680-15.3% | $6,710-28.3% |
| Admin fee / account holder | $218 | $16,150-98.7% | $13,210-98.4% | $11,403-98.1% |