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 | $52,144 | $176,056-70.4% | $159,436-67.3% | $167,490-68.9% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 31.14% | 331.75%-300.6pp | 263.57%-232.4pp | 478.56%-447.4pp |
| Employer contribution / active EE | $1,520 | $5,297-71.3% | $4,829-68.5% | $4,837-68.6% |
| Participant deferral / active EE | $9,750 | $7,750+25.8% | $7,352+32.6% | $6,341+53.8% |
| Admin fee / account holder | $73 | $12,554-99.4% | $10,799-99.3% | $12,309-99.4% |