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 | $39,493 | $176,056-77.6% | $159,436-75.2% | $167,490-76.4% |
| Participation rate | 33.3% | 84.9%-51.6pp | 82.8%-49.5pp | 82.1%-48.8pp |
| Annual return | 12.84% | 331.75%-318.9pp | 263.57%-250.7pp | 478.56%-465.7pp |
| Employer contribution / active EE | $1,148 | $5,297-78.3% | $4,829-76.2% | $4,837-76.3% |
| Participant deferral / active EE | $4,574 | $7,750-41.0% | $7,352-37.8% | $6,341-27.9% |
| Admin fee / account holder | $92 | $12,554-99.3% | $10,799-99.2% | $12,309-99.3% |