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 8-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 | $66,275 | $152,587-56.6% | $125,175-47.1% | $152,861-56.6% |
| Participation rate | 28.6% | 83.3%-54.8pp | 79.8%-51.2pp | 82.4%-53.9pp |
| Annual return | 38.79% | 54.84%-16.0pp | 43.79%-5.0pp | 345.32%-306.5pp |
| Employer contribution / active EE | $3,275 | $4,946-33.8% | $3,865-15.3% | $4,762-31.2% |
| Participant deferral / active EE | $7,143 | $5,868+21.7% | $4,937+44.7% | $5,850+22.1% |
| Admin fee / account holder | $143 | $13,434-98.9% | $9,702-98.5% | $11,596-98.8% |