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 8-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 | $34,063 | $89,355-61.9% | $141,162-75.9% | $72,985-53.3% |
| Participation rate | 58.1% | 75.1%-17.1pp | 82.5%-24.4pp | 69.5%-11.4pp |
| Annual return | 30.19% | 111.85%-81.7pp | 71.39%-41.2pp | 81.00%-50.8pp |
| Employer contribution / active EE | $1,889 | $3,114-39.4% | $4,735-60.1% | $2,440-22.6% |
| Participant deferral / active EE | $3,895 | $5,418-28.1% | $6,709-42.0% | $3,607+8.0% |
| Admin fee / account holder | $98 | $5,958-98.4% | $10,261-99.0% | $5,124-98.1% |