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 | $33,321 | $114,047-70.8% | $96,139-65.3% | $167,490-80.1% |
| Participation rate | 50.0% | 75.1%-25.1pp | 68.4%-18.4pp | 82.1%-32.1pp |
| Annual return | 26.92% | 189.88%-163.0pp | 191.94%-165.0pp | 478.56%-451.6pp |
| Employer contribution / active EE | $3,337 | $3,427-2.6% | $2,797+19.3% | $4,837-31.0% |
| Participant deferral / active EE | $9,221 | $5,194+77.5% | $4,349+112.0% | $6,341+45.4% |
| Admin fee / account holder | $217 | $6,897-96.9% | $5,537-96.1% | $12,309-98.2% |