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 | $47,022 | $105,181-55.3% | $159,436-70.5% | $85,850-45.2% |
| Participation rate | 39.3% | 75.8%-36.5pp | 82.8%-43.5pp | 69.3%-30.0pp |
| Annual return | 38.07% | 45.07%-7.0pp | 263.57%-225.5pp | 318.53%-280.5pp |
| Employer contribution / active EE | $2,273 | $3,318-31.5% | $4,829-52.9% | $2,565-11.4% |
| Participant deferral / active EE | $4,411 | $5,945-25.8% | $7,352-40.0% | $3,952+11.6% |
| Admin fee / account holder | $250 | $6,933-96.4% | $10,799-97.7% | $6,260-96.0% |