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 | $19,572 | $110,502-82.3% | $80,716-75.8% | $167,490-88.3% |
| Participation rate | 45.8% | 64.0%-18.1pp | 54.2%-8.3pp | 82.1%-36.3pp |
| Annual return | 16.56% | 120.54%-104.0pp | 87.28%-70.7pp | 478.56%-462.0pp |
| Employer contribution / active EE | $866 | $1,543-43.9% | $1,160-25.3% | $4,837-82.1% |
| Participant deferral / active EE | $2,565 | $2,871-10.6% | $2,146+19.6% | $6,341-59.5% |
| Admin fee / account holder | $247 | $4,545-94.6% | $3,380-92.7% | $12,309-98.0% |