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 | $31,023 | $70,606-56.1% | $53,898-42.4% | $142,382-78.2% |
| Participation rate | 50.0% | 63.7%-13.7pp | 55.0%-5.0pp | 80.1%-30.1pp |
| Annual return | 21.02% | 619.81%-598.8pp | 528.60%-507.6pp | 217.08%-196.1pp |
| Employer contribution / active EE | $868 | $1,202-27.8% | $932-6.9% | $4,299-79.8% |
| Participant deferral / active EE | $868 | $2,364-63.3% | $1,826-52.5% | $6,507-86.7% |
| Admin fee / account holder | $119 | $2,852-95.8% | $2,491-95.2% | $12,624-99.1% |