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 | $67,327 | $117,841-42.9% | $102,423-34.3% | $145,922-53.9% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 13.97% | 31.65%-17.7pp | 29.32%-15.4pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,415 | $3,615-60.8% | $3,023-53.2% | $4,660-69.6% |
| Participant deferral / active EE | $2,971 | $5,731-48.1% | $5,053-41.2% | $6,688-55.6% |
| Admin fee / account holder | $75 | $13,326-99.4% | $9,451-99.2% | $13,397-99.4% |