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 | $25,429 | $102,828-75.3% | $105,387-75.9% | $152,861-83.4% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 66.30% | 20.85%+45.4pp | 26.82%+39.5pp | 345.32%-279.0pp |
| Employer contribution / active EE | $2,359 | $4,473-47.3% | $4,213-44.0% | $4,762-50.5% |
| Participant deferral / active EE | $4,324 | $5,465-20.9% | $5,502-21.4% | $5,850-26.1% |
| Admin fee / account holder | $85 | $8,683-99.0% | $6,559-98.7% | $11,596-99.3% |