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 | $36,645 | $70,669-48.1% | $169,368-78.4% | $75,163-51.2% |
| Participation rate | 26.7% | 64.8%-38.1pp | 77.1%-50.5pp | 67.2%-40.5pp |
| Annual return | 25.44% | 36.36%-10.9pp | 405.60%-380.2pp | 160.62%-135.2pp |
| Employer contribution / active EE | $1,207 | $2,211-45.4% | $4,013-69.9% | $2,670-54.8% |
| Participant deferral / active EE | $4,318 | $4,311+0.2% | $6,221-30.6% | $4,125+4.7% |
| Admin fee / account holder | $99 | $5,402-98.2% | $9,003-98.9% | $5,651-98.2% |