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 | $44,954 | $114,381-60.7% | $107,525-58.2% | $142,382-68.4% |
| Participation rate | 42.9% | 78.1%-35.3pp | 75.1%-32.2pp | 80.1%-37.3pp |
| Annual return | 17.87% | 242.71%-224.8pp | 181.32%-163.4pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,559 | $4,015-61.2% | $3,754-58.5% | $4,299-63.7% |
| Participant deferral / active EE | $3,437 | $5,564-38.2% | $5,116-32.8% | $6,507-47.2% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |