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 | $35,170 | $209,411-83.2% | $178,490-80.3% | $158,922-77.9% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 272.46% | 188.75%+83.7pp | 151.07%+121.4pp | 302.83%-30.4pp |
| Employer contribution / active EE | $1,164 | $5,706-79.6% | $5,011-76.8% | $4,761-75.5% |
| Participant deferral / active EE | $5,480 | $5,954-8.0% | $5,202+5.4% | $5,982-8.4% |
| Admin fee / account holder | $183 | $17,074-98.9% | $13,984-98.7% | $11,246-98.4% |